Job Description
Senior Wealth Advisor - High Net Worth Clients at New England Private Wealth Advisors, LLC Senior Wealth Advisor - High Net Worth Clients at New England Private Wealth Advisors, LLC in Needham, Massachusetts Posted in 14 days ago.
Type:
full-time Job Description:
Unique and Exciting Opportunity for a Seasoned Wealth Advisor New England Private Wealth Advisors, LLC (NEPWA) is a rapidly growing, well-established registered investment advisor with over $5 billion in assets under management as of December 31, 2025. We are seeking an experienced Wealth Advisor to join our team and play a key role in delivering exceptional service to high and ultra-high-net-worth clients. This is an opportunity to advance your career within a collaborative, planning-focused firm that prioritizes deep client relationships and long-term outcomes. Flexible, open architecture investment solutions including alternatives and strategies for tax optimization. We provide a full suite of investment, administrative, compliance, and wealth planning resources-including tax, estate, and philanthropic strategies-empowering advisors to deliver exceptional service. Our investment approach is flexible and open architecture, including a wide range of traditional and alternative solutions as well as tax optimization strategies. About Us Fee-based RIA serving clients with $2M+ in liquid, investable assets Clients located nationwide, with a strong presence in New England Emphasis on collaborative team culture, high-touch service, and fiduciary care Primary Custodians:
Charles Schwab and Fidelity Investments About You We seek entrepreneurial, motivated wealth advisors who: Have an exemplary track record of client service and client retention Are committed to fiduciary excellence Are growth-oriented and results-oriented Desire an opportunity to work with a top-tier professional team Key Responsibilities Serve as the primary relationship manager for high-net-worth clients, delivering comprehensive, goals-based financial planning and advice Lead the creation, implementation, and ongoing refinement of integrated wealth plans (investment, tax, estate, retirement, and risk management) Oversee portfolio strategy and asset allocation in alignment with client objectives, risk tolerance, and long-term plans Collaborate with internal specialists and external professionals (CPAs, estate attorneys, insurance advisors, etc. ) to deliver coordinated, holistic solutions Proactively identify planning opportunities and risks across all aspects of a client's financial life Drive client engagement through regular reviews, performance reporting, and education on evolving strategies and market conditions Contribute to business development efforts through referrals, centers of influence, and supporting the firm's organic marketing and sales strategy Ideal Candidate Profile Experience & Qualifications 10+ years of relevant wealth management experience Bachelor's degree in Accounting, Finance, or related field CFP® designation required ; additional designations (e.g., CFA, CPA, CIMA) highly desirable Skills & Traits Deep understanding of HNW client needs and complexities (e.g., trusts, philanthropy, restricted stock) Excellent communication and relationship-building skills Entrepreneurial mindset with the ability to be highly productive and autonomous Technologically proficient (especially with Microsoft Office; experience with Schwab/Fidelity platforms is a plus) High integrity, client-first mentality, and results-oriented approach Compensation & Benefits Competitive base salary (W-2) Commission-based incentives tied to new asset growth and firm profitability Full benefits package, including: 401(k) with match Medical, dental, and vision insurance Flexible hybrid work schedule Why Join NEPWA? Access to top-tier investment and planning resources Flexible, entrepreneurial culture backed by experienced leadership Strong support infrastructure: marketing, client service, compliance, operations Collaborative team with a proven growth track record TO APPLY
Please submit your resume to recruiting@nepwealth.com
