Senior Wealth Advisor: Tax-Smart Planning & Legacy
Listed on 2026-11-04
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Finance & Banking
Wealth Management, Financial Advisor / Consultant
CMC Recruiting seeks a Senior Wealth Advisor for a boutique tax-focused wealth management firm serving high-net-worth individuals in New England. This role emphasizes planning-first guidance, integrating tax considerations into comprehensive wealth management, and serving existing client relationships rather than business development.
You will lead tax-efficient planning conversations and collaborate with CPAs and other advisors to optimize retirement, estate, and legacy planning for
The following opportunity is for a Senior Wealth Advisor:
Tax-Smart Planning & Legacy with CMC Recruiting.
The Senior Wealth Advisor:
Tax-Smart Planning & Legacy position in the Finance, Sales field is open for applications.
We have an opening for a Senior Wealth Advisor:
Tax-Smart Planning & Legacy in Wellesley, MA, United States within Finance, Sales.
This role, Senior Wealth Advisor:
Tax-Smart Planning & Legacy at CMC Recruiting, could be your next career step.
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