At NEPWA, we strive to be the most important relationship outside of our clients' families. We guide individuals and families through life’s most significant moments, offering deeply personalized financial advice and unwavering support.
Our vision is to be more than advisors. We aspire to be lifelong partners. Every member of our team is dedicated to doing the best work in an environment built on collaboration, purpose, and mutual respect. We believe that when our people thrive, so do our clients.

Our Core Values:

•Relationships First: We treat each client with the utmost care, as if they were our own friends and family. As a fiduciary, we must always put your financial interests first.

•Tailored, Integrated Services: Each client and family situation is unique. We tailor our advice and services to their individual needs, delivering highly customized solutions that align with each client’s goals, values, and legacy.

•Educational Focus: We take the time to explain our guidance in clear terms, empowering clients to make informed decisions.

•Legacy Planning: We help prepare the next generation to effectively manage and grow their wealth.

Discover a more thoughtful approach to wealth management — one built on deep understanding, tailored guidance and enduring partnership.


Disclosure: New England Private Wealth Advisors, LLC (“NEPWA”) is an SEC registered investment advisor.  For additional information about NEPWA, including fees and services, please refer to our Form ADV Part 2A, which is available on the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov). Registration of an investment adviser does not imply any specific level of skill or training.

Industry: Financial Services
Company Size: 11-50 employees

New England Private Wealth Advisors, LLC

Savvy Admin PROD

**Unique and Exciting Opportunity for a Seasoned Wealth Advisor **

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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.

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**Flexible, open architecture investment solutions including alternatives and strategies for tax optimization. **

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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.

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**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 **

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- 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

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**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

Senior Wealth Advisor – High Net Worth Clients

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