# Wealth Management Financial Advisor

**Company:** [M.C.](http://jobs.workable.com/companies/46GMGbWQRrk82cAqWStXNP.md)
**Location:** Boston, United States
**Workplace:** on site
**Employment type:** Full-time

[Apply for this job](http://jobs.workable.com/view/67494d2b-7986-4285-b55a-18097ee8fefb)

## Requirements

A well-established wealth management platform is seeking experienced Portfolio Managers / Wealth Advisors who currently manage meaningful client relationships and are interested in a stronger long-term growth environment. This opportunity is geared toward advisors with portable books of business who want enhanced infrastructure, broader investment capabilities, succession planning support, and a more scalable platform for both clients and future growth.

This is not an entry-level advisor role. The team is specifically looking for relationship-driven professionals who have built trust with high-net-worth individuals, families, business owners, and institutional-caliber clients, and who understand how to grow and retain assets in a highly competitive market.

### Responsibilities

-   Manage and grow an existing book of high-net-worth and ultra-high-net-worth client relationships
-   Develop customized portfolio and wealth management strategies aligned to client goals and risk tolerance
-   Oversee portfolio construction, asset allocation, investment selection, and ongoing performance monitoring
-   Maintain deep relationships with clients through proactive communication and planning
-   Partner with internal specialists across estate planning, lending, trust services, retirement planning, and alternative investments
-   Identify opportunities to expand wallet share and deepen client engagement
-   Support business development initiatives and referral generation
-   Navigate market conditions while maintaining disciplined risk management practices

### Ideal Background

-   Current or recent experience as a:

-   Portfolio Manager
-   Private Wealth Advisor
-   Financial Advisor
-   Wealth Manager
-   Managing Director / Senior Advisor

-   Existing portable book of business and direct ownership of client relationships
-   Experience working with affluent and high-net-worth clients
-   Strong understanding of investment management, portfolio strategy, and financial planning
-   CFP, CFA, CIMA, ChFC, or similar credentials strongly preferred
-   Background coming from larger wirehouses, regional firms, private banks, RIAs, or boutique wealth platforms
-   Strong communication and relationship management skills
-   Entrepreneurial mindset with interest in long-term platform growth

### Preferred Profile

The strongest candidates often:

-   Manage approximately $1M–$100M+ in client assets
-   Have established referral networks and long-term client relationships
-   Are evaluating succession planning options
-   Want greater flexibility, economics, or platform support
-   Feel constrained by bureaucracy, payout limitations, or limited growth opportunities at their current firm

### What’s Attractive About the Opportunity

-   Strong platform and brand support
-   Competitive economics and transition assistance
-   Robust investment and banking capabilities
-   Access to advanced planning resources and specialist teams
-   Long-term growth and succession planning support
-   Ability to operate in a collaborative but entrepreneurial environment
-   Significant earning potential tied directly to business growth and client retention

## Benefits

Highly competitive compensation structure

Transition packages and recruiting incentives available for qualified advisors

Earnings potential heavily tied to existing production and asset portability