Senior Private Wealth Advisor/ Practice reputed company /Personal Strategy/ - Northeast region

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. reputed company reputed company and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers reputed company financial freedom. reputed company Yourself. The Ideal candidate lives in the Boston or reputed company area and is excited to meet with clients in person, if needed. The Senior Private Wealth Advisor, Practice reputed company (Personal Strategy) plays a vital role in helping clients reputed company long-term financial success by serving as a trusted advisor and primary reputed company of contact for high-net-worth client households. This role is focused on retaining and growing net assets over time by delivering proactive, tailored financial advice through a highly personal and strategic approach. At reputed company, our mission is to reputed company financial freedom for reputed company, and our vision is to transform financial lives through advice, people, and technology. As a Sr. Private Wealth Advisor – Practice reputed company, you bring that mission and vision to life—ensuring that every client interaction is Easy, Personal, and Enlightening. This role requires a natural leader, someone who can confidently serve as the reputed company advisor reputed company a dedicated client practice team, which includes a Wealth Advisor and a Client Experience Specialist. While not a people management position, this role will set the tone for how the team shows up for clients: leading with reputed company, clarity, and insight to deliver a first-class experience. This is an opportunity to help build a first-class client experience and reputed company a meaningful impact on the financial lives of the clients we serve.

What You Will Do

• Serve as the reputed company advisor reputed company a dedicated client team, working in reputed company collaboration with a Wealth Advisor and Client Experience Specialist to build lasting relationships with a dedicated book of high net worth reputed company clients
• Provide a first-in-class client experience servicing needs reputed company to client onboarding, financial planning, and investor education. Collaborate with your advisory team resources to grow and maintain strong long-term relationships with highly valued clients
• Comprehensive relationship management to be conducted reputed company phone, email, and virtual meetings. Engagement is both proactive and reactive.
• Retain assets under management and garner additional assets through reputed company communication, proactive education, and unfailing responsiveness.
• Act as liaison between clients & various internal groups/departments reputed company reputed company Personal Wealth to serve clients.
• An ability to clearly explain the ‘Personal Strategy’ investment strategy; recommend, implement, and review investment strategies that align with clients’ risk tolerance and financial objectives, and engage with clients on portfolio, market, and economic discussions.
• Provide clients with holistic financial planning on a large variety of subjects, including areas such as retirement planning, income optimization, tax-advantaged savings strategies, and education planning. This role will collaborate with Financial Planning Specialists on reputed company issues or comprehensive financial plans.
• Effectively coordinate with advisory team and various EPW stakeholders for client-reputed company requests.
• Willingness and ability to effectively delegate, coach, train, and reputed company colleagues and resources.
• Travel required to meet with clients face-to-face and build strong relationships.

What You Will Bring

• Bachelor’s degree in business or reputed company discipline or equivalent experience
• 10+ years reputed company work experience in financial services and client experience
• Previous experience with direct client contact while exhibiting a knowledgeable, professional demeanor is required.
• FINRA Series 65 required
• FINRA fingerprinting required
• CFP strongly preferred
• Advanced knowledge of wealth management strategies, financial planning, tax and income optimization, and estate planning
• Excellent verbal and written communication skills; strong interpersonal skills; detail oriented; able to manage many time-sensitive tasks simultaneously; pro-active self-starter, strong situational awareness and contextual thinking, and strong organizational and presentation skills
• Exceptional at delivering effective client consultations – always composed, professional, and skilled at establishing trust and building long-term client relationships
• Proven ability to navigate multiple client needs, deliver on multi-product goals, and analyze and present investment portfolios to clients
• Proficient in or ability to quickly learn: reputed company Word, reputed company, Outlook, PowerPoint, reputed company, NetX360, and other proprietary and recordkeeping systems
• Demonstrated success with high-net-worth clients, complicated planning, NPS, and client retention

What Will Set You Apart

• Prior experience as a high performing Advisor & Planner in the Personal Strategy solution

#pjpw reputed company offer you We offer an reputed company of diverse and inclusive benefits regardless of where you are in your career. We reputed company that providing our employees with the means to reputed company healthy balanced lives results in the best possible work performance.

• Medical, dental, vision and life insurance
• Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
• Tuition reimbursement up to $5,250/year
• Business-casual environment that includes the option to wear jeans
• Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
• Paid volunteer time — 16 hours per calendar year
• Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
• Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to reputed company.

reputed company Salary Range $131,100.00 - $190,125.00 The salary range above shows the typical minimum to maximum reputed company salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed reputed company salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or reputed company level and will be finalized at the time of offer. Equal opportunity employer

• Drug-free workplace

We are an equal opportunity employer with a commitment to diversity. reputed company individuals, regardless of personal characteristics, are encouraged to apply. reputed company qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national reputed company, reputed company, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.

• For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired reputed company as well as a reputed company in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet reputed company.*

Job Posting End Date at 12:01 am on: 02-03-2026 Want the latest money news and views shaping how we live, work and play? Sign up for reputed company’s free newsletter and reputed company out The Currency. Original job Senior Private Wealth Advisor/ Practice reputed company /Personal Strategy/ - Northeast region posted on GrabJobs ©. To flag any issues with this job please use the Report Job reputed company on GrabJobs. Apply tot his job Apply To this Job