Senior Wealth Advisor – High Net Worth Clients
WELLESLEY, MAPosted a month ago
Job summary
Job post source
This job is directly from New England Private Wealth Advisors, LLC
Job overview
The Senior Wealth Advisor role at New England Private Wealth Advisors, LLC involves serving high and ultra-high-net-worth clients by leveraging a collaborative, planning-driven approach to grow client assets and business.
Responsibilities and impact
The advisor will cultivate client relationships, source new clients, manage the full client relationship lifecycle, deliver comprehensive financial planning, and coordinate with other professionals to ensure integrated wealth management.
Compensation and benefits
The position offers a competitive base salary with revenue sharing, commission-based incentives, a full benefits package including 401(k) with match, medical, dental, vision insurance, and a flexible hybrid work schedule.
Experience and skills
Candidates should have 10+ years of wealth management experience, a portable book of business preferred, a bachelor's degree in a related field, CFP® designation required, and strong business development and client relationship skills.
Career development
The role offers opportunities to grow a high-net-worth client base within a supportive, entrepreneurial culture backed by experienced leadership and robust support infrastructure.
Work environment and culture
The company emphasizes a collaborative team culture, fiduciary care, high-touch service, and an entrepreneurial environment with flexible work options.
Company information
New England Private Wealth Advisors, LLC is a fee-only RIA with over $3 billion in assets under management, serving clients nationwide with a strong New England presence, focusing on high-net-worth clients.
Job location and travel
The job offers a flexible hybrid work schedule, suggesting a mix of remote and office work, with clients located nationwide and a strong presence in New England.
Application process
Applicants should submit their resume and salary requirements to the provided recruiting email address.
Unique job features
The job features access to top-tier investment and planning resources, a flexible open architecture investment approach including alternatives and tax optimization, and a strong support infrastructure for marketing, compliance, and operations.
Company overview
New England Private Wealth Advisors, LLC is a Boston-based independent wealth management firm that provides comprehensive financial planning, investment management, and advisory services to high-net-worth individuals, families, and business owners. The firm generates revenue primarily through fee-based advisory services, offering tailored solutions in areas such as retirement planning, estate planning, tax strategy, and risk management. Founded by experienced financial professionals, the company emphasizes fiduciary responsibility and personalized client relationships, distinguishing itself from larger, product-driven institutions. Its history includes a focus on transparency and independence, allowing advisors to act solely in the best interests of their clients. Candidates should be aware of the firm's commitment to client-centric service and its reputation for integrity within the wealth management industry.
How to land this job
Position your resume to highlight your extensive experience managing high net worth and ultra-high net worth clients, emphasizing your track record in client retention and business development as these are core to the Senior Wealth Advisor role at New England Private Wealth Advisors, LLC.
Emphasize your fiduciary commitment, comprehensive financial planning skills including estate, tax, retirement, and investment strategies, and your ability to leverage technology platforms such as Schwab and Fidelity to optimize client service.
Apply through multiple channels including the New England Private Wealth Advisors corporate website, LinkedIn, and specialized financial services job boards to maximize your application visibility.
Connect with current wealth advisors and team members at New England Private Wealth Advisors on LinkedIn; start conversations by complimenting their firm’s collaborative culture or asking about how they integrate alternative investment solutions and tax optimization strategies in client portfolios.
Optimize your resume for ATS by incorporating keywords from the job description such as 'portable book of business,' 'fiduciary excellence,' 'comprehensive planning,' 'business development,' and 'HNW/UHNW clients' to ensure it passes initial screenings.
Jennie Johnson's Power Apply feature can automate your application process by tailoring your resume, identifying multiple application points, and finding LinkedIn connections to network with, allowing you to focus your energy on preparing for interviews and advancing your career.
Jennie Johnson works for you!
Here’s what we do to make sure you’re successful:
Targeted Resume Revamp:
We expertly craft your resume to navigate Applicant Tracking Systems (ATS) and showcase your qualifications, making you stand out as a top-tier candidate.
Job Description Dissection:
Unpack the job posting with expert analysis, ensuring your application hits every key requirement.
Bespoke Cover Letter:
Capture the attention of hiring managers with a personalized cover letter that highlights how your skills align perfectly with the job's needs.
Interview Mastery:
Prepare for interviews like a pro with likely questions, strategic answers, and insightful questions for you to ask, setting you apart as an informed candidate.
Direct Application Insights:
Receive tailored advice on the best places to apply, ensuring your applications are seen by the right employers.
Skills and Gaps Assessment:
Identify and close critical skills gaps to position yourself as the best-fit candidate for your ideal job.
Personalized Email Pitch:
Make a memorable first impression with an email template crafted to engage potential employers and initiate meaningful conversations.
In-depth Research Guide:
Leverage comprehensive research tools to gather effective insights on companies, industry trends, and role-specific challenges.
Detailed Company Analysis:
Gain in-depth understanding of your prospective employer, giving you the edge in applications and interviews.
Strategic Candidate Overview:
Understand your unique value and why companies would want to interview you, highlighting your background and positioning.