Financial Advisor | Comprehensive Wealth Management Firm
A fast‑growing, values‑driven wealth management firm is expanding its advisor team. The firm delivers comprehensive financial management to individual investors and offers a broad, sophisticated range of integrated strategies. With more than $1.8B in assets under management and ambitious growth goals, the team is seeking a Financial Advisor who is committed to exceptional client service and long‑term relationship building. This is a local, in‑person, in‑office position. Burlington, MA
About the Role
As a Financial Advisor, your primary focus is delivering an outstanding client experience — retaining assigned clients and bringing new clients into the firm. You’ll be supported by robust systems, ongoing training, mentorship, and a dedicated investment team that manages all portfolios, allowing you to concentrate fully on client relationships.
Key Responsibilities

Build, expand, and manage client relationships
Assess client needs, goals, and financial objectives
Prepare and present financial analyses and plans
Act with professionalism, integrity, and a collaborative mindset
Continuously expand your financial knowledge and best practices
Attend client events hosted by the firm
Prepare and process back‑office paperwork as needed
Complete tasks and maintain records in the firm’s CRM (Salesforce)
Explain account details, investment strategies, and performance to clients
Requirements

Minimum 3 years of client‑facing advisor experience (or military equivalent)
Securities licenses: SIE, Series 7, and Series 66
State Life Insurance license (or ability to obtain within 90 days)
Clean compliance record
CRM experience (Salesforce preferred)
Strong communication skills — individual and small‑group settings
High‑touch customer service background
Consultative sales experience
Bachelor’s degree
Desire to pursue a CFP designation
Military experience a plus
What It Takes to Succeed

A servant‑leader mindset — always putting clients first
Excellent written and verbal communication
Professional presence, punctuality, and strong work ethic
Relentless follow‑up and commitment to client satisfaction
Outstanding organization and time‑management skills
Ability to assess situations proactively and work independently
Strong prioritization skills and poise under last‑minute changes
Compensation & Benefits
Competitive base salary + bonuses, along with a comprehensive benefits package including 401(k), health insurance, and more.

Senior Wealth Manager
Presented by Rekroot on behalf of our client
About the Firm
Our client is a nationally recognized, fee‑only Registered Investment Advisor (RIA) with more than four decades of experience serving individuals, families, business owners, and institutional clients. The firm provides comprehensive, holistic financial planning and investment advisory services designed to help clients articulate meaningful goals and achieve them through strategies aligned with their values.
The organization manages approximately $8 billion in assets and is committed to delivering proactive, high‑touch guidance across all areas of clients’ financial lives.
Position Overview
Our client is seeking a Senior Wealth Manager who thrives on building relationships, closing new business, and operating with independence and flexibility. In this role, you will drive significant growth by representing the firm’s value proposition, delivering white‑glove service, and serving as a trusted advisor to high‑net‑worth clients — all with the support of a collaborative team behind you.
Senior Wealth Managers are long‑term strategic hires with a clear path to ownership.
This role is ideal for someone with an entrepreneurial mindset who excels at explaining complex financial concepts in a clear, relatable way. You will lead client relationships, oversee advanced planning engagements, and contribute meaningfully to both business development and client service.
 
What You Bring
Education & Credentials

Bachelor’s degree from an accredited four‑year university (social sciences or business preferred)
CFP® designation required
Experience

6+ years serving as a lead advisor or consultant for high‑net‑worth clients within a wealth management firm or the tax division of an accounting firm
Proven experience as the primary relationship owner for complex client households
Lead Advisor Capabilities

Serve as the primary advisor and decision‑maker for high‑net‑worth clients
Lead client review and discovery meetings, including advanced planning scenarios
Deliver strategies across tax, estate, investments, retirement, and risk management
Coordinate tax strategy with external CPAs
Experience with equity compensation planning, business owners, or other specializations is a plus
Guide clients through retirement income and distribution planning
Partner with estate attorneys on legacy planning
Technical & Analytical Skills

Strong understanding of investment fundamentals, securities, account types, and transaction mechanics
Ability to synthesize competing priorities (tax, investment, estate, behavioral) into clear, actionable recommendations
Commitment to a fee‑only, client‑first planning environment
Belief in academically grounded investment philosophy
Respect for confidentiality and fiduciary responsibility
Leadership & Growth Mindset

Invest in the development of Planners and Wealth Managers
Strong communication skills — written, verbal, and interpersonal
Positive, client‑focused attitude
Self‑motivated and able to operate independently
Business Development Experience

Lead the full discovery and onboarding process for new clients
Generate new business through referrals, firm‑generated leads, and personal networks
Consistently contribute to revenue growth and new client acquisition
Act as an ambassador for the firm by clearly articulating its value proposition
Why Work With Our Client
You’ll have the opportunity to learn from a team of experts, make a meaningful impact on clients’ lives, and contribute to a collaborative, values‑driven culture. The firm invests deeply in the people who take care of clients.
Compensation & Benefits

Competitive compensation with annual bonuses
Comprehensive benefits package
Daily catered lunch
Free access to an on‑site workout facility
Professional development support