Senior Wealth Advisor – High Net Worth Clients

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 UsFee-based RIA serving clients with $2M+ in liquid, investable assetsClients located nationwide, with a strong presence in New EnglandEmphasis on collaborative team culture, high-touch service, and fiduciary carePrimary Custodians: Charles Schwab and Fidelity Investments About YouWe seek entrepreneurial, motivated wealth advisors who:Have an exemplary track record of client service and client retention Are committed to fiduciary excellenceAre growth-oriented and results-orientedDesire an opportunity to work with a top-tier professional teamKey Responsibilities Serve as the primary relationship manager for high-net-worth clients, delivering comprehensive, goals-based financial planning and adviceLead 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 plansCollaborate with internal specialists and external professionals (CPAs, estate attorneys, insurance advisors, etc. ) to deliver coordinated, holistic solutionsProactively identify planning opportunities and risks across all aspects of a client’s financial lifeDrive client engagement through regular reviews, performance reporting, and education on evolving strategies and market conditionsContribute to business development efforts through referrals, centers of influence, and supporting the firm’s organic marketing and sales strategy Ideal Candidate ProfileExperience & Qualifications10+ years of relevant wealth management experienceBachelor’s degree in Accounting, Finance, or related fieldCFP® designation required; additional designations (e.g., CFA, CPA, CIMA) highly desirableSkills & TraitsDeep understanding of HNW client needs and complexities (e.g., trusts, philanthropy, restricted stock)Excellent communication and relationship-building skillsEntrepreneurial mindset with the ability to be highly productive and autonomousTechnologically proficient (especially with Microsoft Office; experience with Schwab/Fidelity platforms is a plus)High integrity, client-first mentality, and results-oriented approachCompensation & BenefitsCompetitive base salary (W-2) Commission-based incentives tied to new asset growth and firm profitabilityFull benefits package, including:401(k) with matchMedical, dental, and vision insuranceFlexible hybrid work schedule Why Join NEPWA?Access to top-tier investment and planning resourcesFlexible, entrepreneurial culture backed by experienced leadershipStrong support infrastructure: marketing, client service, compliance, operationsCollaborative team with a proven growth track record TO APPLY: Please submit your resume to