Senior Wealth Advisor: Planning-First Client Partner
Listed on 2026-10-15
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Claire Myers Consulting in Wellesley, MA is seeking an experienced Senior Wealth Advisor to manage an established group of high-net-worth clients in a hybrid role. The position focuses on thoughtful financial planning across investments, retirement, tax strategy, and estate considerations, with no cold prospecting required.
You will lead client meetings, build long-term relationships, and collaborate with internal planners and CPAs to provide holistic advice.
The following role is for a Senior Wealth Advisor:
Planning-First Client Partner with Claire Myers Consulting.
We are currently recruiting a Senior Wealth Advisor:
Planning-First Client Partner for our team in Wellesley, MA, United States.
This is an excellent role to take on the Senior Wealth Advisor:
Planning-First Client Partner role at Claire Myers Consulting.
As a Senior Wealth Advisor:
Planning-First Client Partner, you will play an important part at Claire Myers Consulting in Wellesley, MA, United States.
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