Senior Wealth Advisor - Tax & Financial Planning
Listed on 2026-10-12
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
$120,000 - $160,000+ base, depending on experience
About the Opportunity:Our client is a boutique, tax-focused wealth management firm serving high-net-worth individuals and families throughout New England. Their philosophy is simple: the best financial advice doesn't happen in a vacuum. Investments, taxes, retirement, estate planning, and family dynamics all work together.
They are seeking a Senior Wealth Advisor who enjoys helping clients navigate complex financial decisions through a planning-first approach. The ideal candidate understands that thoughtful tax planning can create meaningful long-term value for clients and wants to integrate that knowledge into comprehensive wealth management.
This is not a cold business development role. The focus is on serving existing client relationships, delivering sophisticated planning, and building trust that naturally leads to referrals.
What You'll Do:- Serve as a trusted advisor to an established group of wealth management clients
- Lead comprehensive planning conversations with a focus on tax-efficient wealth strategies
- Collaborate on retirement, estate, investment, and legacy planning
- Identify opportunities to improve clients' overall financial picture through proactive tax-aware planning
- Partner with internal and external professionals to coordinate advice and implementation
- Build deep client relationships that create long-term loyalty and organic referrals
- Help clients navigate major life events and complex financial decisions
- Contribute to a collaborative team culture focused on delivering an exceptional client experience
The ideal candidate is an experienced advisor who enjoys both the technical and personal sides of wealth management.
Qualifications:- 5+ years of experience in wealth management or comprehensive financial planning
- CFP® designation or actively working toward completion
- Strong understanding of tax-efficient financial planning strategies
- Experience discussing tax implications related to retirement income, investments, charitable giving, concentrated stock positions, and estate planning
- Comfortable collaborating with CPAs and other professional advisors
- Experience working with high-net-worth individuals and families
- Ability to obtain and maintain required industry registrations and licenses
- Strong communication skills and high emotional intelligence
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