JCW Group
This role involves managing and growing relationships with high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients.
All potential applicants are encouraged to scroll through and read the complete job description before applying. About the Role: Our client, a well-established and respected Registered Investment Advisor (RIA) based in the Boston area, is seeking a Senior Wealth Advisor to join their team. Key Responsibilities:
Serve as primary advisor for a book of HNW and UHNW clients Deliver comprehensive wealth management and investment advisory services Identify planning opportunities across estate, tax, and philanthropic strategies Collaborate with internal investment, planning, and operations teams Develop new client relationships through referrals and business development initiatives Qualifications:
Minimum 7 years of experience in wealth management or related field Proven track record working with HNW/UHNW individuals and families Deep understanding of financial planning, investment strategy, and client service Series 65 or equivalent (or willingness to obtain) Compensation: $115,000.00/yr - $190,000.00/yr Seniority level and Employment type:
Mid-Senior level Full-time Job function: Finance Benefits:
Medical insurance Vision insurance 401(k)
#J-18808-Ljbffr
All potential applicants are encouraged to scroll through and read the complete job description before applying. About the Role: Our client, a well-established and respected Registered Investment Advisor (RIA) based in the Boston area, is seeking a Senior Wealth Advisor to join their team. Key Responsibilities:
Serve as primary advisor for a book of HNW and UHNW clients Deliver comprehensive wealth management and investment advisory services Identify planning opportunities across estate, tax, and philanthropic strategies Collaborate with internal investment, planning, and operations teams Develop new client relationships through referrals and business development initiatives Qualifications:
Minimum 7 years of experience in wealth management or related field Proven track record working with HNW/UHNW individuals and families Deep understanding of financial planning, investment strategy, and client service Series 65 or equivalent (or willingness to obtain) Compensation: $115,000.00/yr - $190,000.00/yr Seniority level and Employment type:
Mid-Senior level Full-time Job function: Finance Benefits:
Medical insurance Vision insurance 401(k)
#J-18808-Ljbffr