Senior Wealth Advisor

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 RoleServe as lead advisor for high-net-worth clients and familiesDeliver comprehensive planning: retirement, tax, estate, investments, and moreCollaborate with in-house specialists (planning, investments, tax, estate, client service)Leverage the firm’s marketing, M&A, and referral pipeline to grow your bookLead your client service team and mentor junior staffContribute to internal initiatives and have a voice in firm directionHybrid schedule with flexibility to work remotely and from a local officeIdeal Background8–10+ years of experience serving high-net-worth clientsCFP® or equivalent licenses/certifications; CPA, CFA, or other designations a plusBackground in RIA, private bank, or wirehouse environmentsStrong relationship management and planning expertiseLeadership and growth mindset; team-first approachPortable book not required however would be a plus & easy transition to platform, ability to build/grow relationships is keyWhy This Platform Stands OutTeam Infrastructure: Advisors are supported by dedicated planners, client service managers, portfolio specialists, and opsGrowth Engine: Robust inbound lead channels, marketing support, and business development teamFull-Service Platform: In-house tax, estate, trust, and investment solutions for true holistic adviceDefined Partnership Track: Transparent path to equity and leadership for high-performing advisorsAdvisor-Centric Culture: Entrepreneurial, collaborative, and built for long-term advisor successCompensation & Benefits: Competitive comp + incentives, 401(k) match, insurance, CE support, and moreThis 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.