Senior Wealth Advisor – High Net Worth Clients
6 - 10 years
Wellesley, MA
Part-time
Hybrid
1 month ago
About the role
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
About You
We seek entrepreneurial, motivated wealth advisors who:
Key Responsibilities
Ideal Candidate Profile
Experience & Qualifications
Skills & Traits
Compensation & Benefits
Why Join NEPWA?
TO APPLY:
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 [email protected]
Skills
Financial Services