Wealth Advisor, CFP®

$250,000 – $550,000 | Boston office or fully remote

CFP® Wealth Advisor – Boston

Tired of being measured on product instead of planning?

Boston's best clients (physicians, biotech and life-sciences executives, academics, attorneys, and multigenerational families) can tell the difference between a salesperson and a true planner. Our client, a nationally recognized and rapidly expanding wealth management firm, is adding planning-led advisors across Boston and New England, and it is built for CFP® professionals who want to lead with advice. Interest in these seats has been strong.

Your responsibilities:

• Deliver comprehensive financial plans covering cash flow, retirement, tax, education, insurance, and estate objectives.
• Advise physicians and biotech executives on practice income, deferred compensation, equity awards, and retirement plan design.
• Model scenarios in the firm's planning software and translate them into clear, prioritized action items.
• Implement investment recommendations through the firm's open-architecture platform, with an emphasis on tax efficiency.
• Partner with in-house tax, estate, and trust professionals on complex cases, including trust funding and gifting strategies.
• Grow through referrals from clients, attorneys, CPAs, and medical and academic networks.
• Mentor associate planners as your practice scales.

What you gain:

• Your clients stay your clients, supported by national infrastructure.
• Boston office or remote, from anywhere in the U.S.
• A planning-first, fiduciary culture with advanced planning software.
• Deep specialist bench in tax, estate, and trust.
• Unbiased, open-architecture investments and institutional research.
• Room to grow with associate planners and a deeper bench.

How you're paid:

• Fee-based, production-driven compensation with a transparent revenue share.
• For advisors bringing assets, transition terms reflect trailing-12 revenue and AUM moved.
• Planners without a portable book can be paired with existing firm relationships.

Qualifications:

• A minimum of seven years in financial planning or wealth management.
• CFP® strongly preferred; CIMA®, CPWA®, CFA, or CPA/PFS also valued.
• Ideally $40M+ in AUM or $300K+ in trailing revenue; all experienced planners considered.
• Series 65 or Series 7/66 preferred.
• Experience delivering comprehensive plans to HNW clients, ideally in medical, biotech, or academic communities.

Great planners have options. Make sure you know yours. Start with a confidential, no-obligation conversation.