Senior Wealth AdvisorNext Level Recruiting, LLC • Boston, MA, United States
Senior Wealth Advisor
Next Level Recruiting, LLC • Boston, MA, United States
[job_card.variable_hours_ago]
[job_preview.job_type]
- [job_card.full_time]
[job_card.job_description]8–10+ years of experience serving high-net-worth clients CFP® or equivalent licenses / certifications; CPA, CFA, or other designations a plus Background in RIA, private bank, or wirehouse environments Strong relationship management and planning expertise Leadership and growth mindset; team-first approach Portable book not required however would be a plus & easy transition to platform, ability to build / grow relationships is key Team Infrastructure : Advisors are supported by dedicated planners, client service managers, portfolio specialists, and ops Growth Engine : Robust inbound lead channels, marketing support, and business development team Full-Service Platform : In-house tax, estate, trust, and investment solutions for true holistic advice Defined Partnership Track : Transparent path to equity and leadership for high-performing advisors Advisor-Centric Culture : Entrepreneurial, collaborative, and built for long-term advisor success Compensation & Benefits : Competitive comp + incentives, 401(k) match, insurance, CE support, and more
Overview (Boston, MA / Or Nearby )
Our client is a nationally recognized, independent RIA with over $40B+ in AUM and a growing presence across 30+ states. The firm blends institutional infrastructure with the agility of an entrepreneurial environment—empowering advisors to focus on clients, growth, and leadership.
They are seeking experienced Senior Wealth Advisors to join their team in key regions. This is a lead advisor role with full service team support, a deep planning platform, strong client acquisition channels, and a defined track to partnership and potential equity .
The Role
- 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
Ideal Background
Why This Platform Stands Out
This is a rare opportunity to grow your practice with real support, earn your place in a national platform, and focus on what you do best : serving clients.
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Senior Wealth Advisor • Boston, MA, United States
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