Next Level Recruiting, LLC is assisting a nationally recognized independent RIA in Boston with recruiting a Senior Wealth Advisor to lead relationships with high-net-worth families and deliver holistic planning. You will work with in-house specialists to provide retirement, tax, estate, and investment planning, while leveraging the firm’s marketing and referral channels to grow your book.
The role requires 8–10+ years of experience, CFP or equivalent licenses, and a leadership mindset.
#J-18808-LjbffrLead Wealth Advisor - Path to Equity & Growth in boston at Unknown Company
This position is listed as full time and onsite.