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Next Level Recruiting, LLC · 1 day ago

Senior Wealth Advisor

Boston, MA

Full-time

Hybrid

Senior Level, Lead/Staff

8+ years exp

Next Level Recruiting, LLC is representing a nationally recognized independent RIA with a strong presence across the United States. They are seeking experienced Senior Wealth Advisors to serve as lead advisors for high-net-worth clients, providing comprehensive planning and leveraging firm resources to grow their client base.

AccountingConsultingLegalWealth Management

Hiring Manager

Daniel Cohen

Responsibilities

Serve as lead advisor for high-net-worth clients and families

Deliver comprehensive planning: retirement, tax, estate, investments, and more

Collaborate with in-house specialists (planning, investments, tax, estate, client service)

Leverage the firm’s marketing, M&A, and referral pipeline to grow your book

Lead your client service team and mentor junior staff

Contribute to internal initiatives and have a voice in firm direction

Hybrid schedule with flexibility to work remotely and from a local office

Qualification

CFP® certificationCFA certificationCPA certificationHigh-net-worth client experienceRelationship managementPlanning expertiseLeadership skillsTeam-first approach