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RWA Wealth Partners · 1 day ago

Wealth Advisor

Newton, MA

Full-time

Onsite

Senior Level, Lead/Staff

10+ years exp

RWA Wealth Partners is a boutique wealth management firm that provides customized solutions designed to help clients grow and protect their wealth. They are seeking experienced and entrepreneurial Wealth Advisors to manage high-net-worth client relationships and provide holistic financial planning.

ConsultingFinancial Services

Responsibilities

Onboard and cultivate high-net-worth client relationships with care and professionalism

Deliver comprehensive wealth management solutions including financial planning, investment management, tax planning, and estate planning coordination

Act as the primary relationship manager for clients, ensuring personalized, proactive, and integrated advice aligned with each client’s goals

Lead and oversee a support team—either an existing group brought with the advisor or one we build in partnership

Drive business development efforts through client referrals, strategic networking, and community engagement

Collaborate with internal specialists and external partners to deliver a seamless, full-service client experience

Must act as a fiduciary, maintaining the highest standards of integrity and client confidentiality

Must maintain a strong commitment to compliance

Support the Private Wealth Management team as a subject matter expert in the areas of investments, tax planning, pension planning, estate planning, insurance, retirement planning and general financial planning

Analyze, draft, edit, and deliver comprehensive financial plans to clients

Analyze prospective client’s investment portfolios and financial planning in conjunction with introducing new clients to the firm

Manage client communications, coordinate with other client financial partners, and follow-up with clients’ other advisors

Ensure adherence to company standards of net new asset growth and retention

Attend company workshops or lectures and speak to groups of potential clients when called upon

Qualification

Holistic financial planningCFP® credentialClient relationship managementFinancial planning toolsSales aptitudeAnalytical skillsMS OfficeCommunicationTime managementTeam leadership

Required

Bachelor's Degree from an accredited institution (preferably Business, Economics, Accounting or Finance related), master's degree a plus

Minimum of ten years of client-facing tax, wealth management or financial planning experience

Deep expertise in holistic financial planning, including investments, retirement, tax, and estate strategies

CFP® credential required or has advanced degree such as master's degree in financial planning or tax. The following credentials may also be considered: Certified Public Accountant (CPA), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC)

Experience using financial planning tools such as eMoney or similar platforms

Sales aptitude and experience is also highly desired

Excellent communication, presentation, listening, and analytical skills

Proven time management and organizational skills in high-volume, high-energy environments

Must be a humble, entrepreneurial, hardworking collaborator with a positive, can-do attitude

Strong computer aptitude with proficiency in MS Excel, Word, Outlook, and PowerPoint

Ability to learn quickly and efficiently