Senior Wealth Advisor

Senior Wealth Advisor at Next Level Recruiting, LLC Senior Wealth Advisor at Next Level Recruiting, LLC in Milton Village, Massachusetts Posted in 4 days ago.

Type:

full-time

Job Description:

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 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

Why This Platform Stands Out 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 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.