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Since our founding in 1998, we’ve grown into a thriving advisory firm with offices across six states and a diverse team of experienced professionals who are passionate about helping individuals, families, and businesses achieve long-term financial success. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

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Jobot

Financial Advisor

The team advises high-net-worth and ultra-high-net-worth individuals, families, business owners, family offices, trusts, estates, investment entities, and closely held businesses on complex tax planning and compliance matters. We are seeking an experienced Tax Director - Private Client Services to lead sophisticated tax compliance, planning, and advisory engagements for high-net-worth individuals, families, family offices, and closely held businesses.

Tax Director - Private Client Services

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. A nationally recognized and award-winning independent wealth management firm is actively seeking an experienced Financial Advisor to join their growing team.

Financial Planner (Series 7/63/65/66)

FEED

Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Manage and grow existing client relationships with a strong focus on risk management, while meeting with clients, co-trustees, beneficiaries, and outside advisors.

Senior Vice President, Fiduciary

Appcast Exclusive 1

You will lead impactful negotiations, establish strong commercial agreements, and apply your deep expertise in strategic sourcing and vendor-management to drive innovation and mitigate risks. This role demands exceptional communication skills and the ability to influence stakeholders while ensuring procurement operations adhere to financial plans and corporate policies.

Aminov Search Partners

Director of Procurement

As a key member of IMG, you will serve as the lead investment advisor for a portfolio of high-net-worth clients, working closely with Relationship Managers and internal specialists to deliver customized, sophisticated investment strategies. This role is designed for an experienced investment professional who excels in serving high-net-worth individuals and families and values the impact of consistent, in-person engagement to build trust, deepen relationships, and deliver exceptional outcomes.

Rockland Trust

Portfolio Manager-Investment Management Group

Ivy Exec

The role partners closely with high-net-worth individuals and families to develop personalized financial strategies and…" /> Senior Wealth Advisor @ Beacon Pointe Advisors LLC. The role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth.

Beacon Pointe Advisors

Senior Wealth Advisor

The role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth. Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide.

Beacon Pointe Advisors LLC

HiringThing

The firm takes a comprehensive, planning-first approach, bringing together investments, retirement, tax strategy, estate planning, and family considerations to help clients make better financial decisions. They are looking for an experienced Senior Wealth Advisor to step into an established group of client relationships and serve as a trusted advisor across all areas of their financial lives.

Claire Myers Consulting

Our most successful advisors have largely oriented their practice around their passions such as working with entrepreneurs and business owners, nonprofit organizations, professional athletes and entertainers, global families, corporate executives, sophisticated investors and multigenerational families. Wealth Advisors serve as financial confidantes, initially attracting clients to Bernstein and ultimately helping them meet increasingly complex challenges that extend well beyond managing wealth.

AllianceBernstein Holding LP

VP/Wealth Advisor

In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.

The PNC Financial Services Group Inc

Wealth Advisor - PNC Wealth Management

Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. We combine a boutique’s personal service, creativity and objective advice with the extensive resources and vast intellectual capital of an innovative industry leader to create a profoundly different wealth management experience for our clients.

Corient

Associate Wealth Advisor

Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. Focus Partners uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states.

Focus Partners Wealth

Senior Associate Wealth Advisor

Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader.

PNC Bank

Our Wealth Advisors conduct thorough discoveries to understand a client's short- and long-term goals, then construct a tailored financial plan that meets the client's goals. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism.

Citizens Financial Group Inc

Wealth Advisor - Peabody/Beverly, MA

Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).

Wealth Advisor Jobs in Somerville, MA

Financial Advisor Jobot

Tax Director - Private Client Services Jobot

Financial Planner (Series 7/63/65/66) Jobot

Senior Vice President, Fiduciary BNY

Director of Procurement Aminov Search Partners

Portfolio Manager-Investment Management Group Rockland Trust

Senior Wealth Advisor Beacon Pointe Advisors

Senior Wealth Advisor Beacon Pointe Advisors LLC

Senior Wealth Advisor Claire Myers Consulting

VP/Wealth Advisor AllianceBernstein Holding LP

Wealth Advisor - PNC Wealth Management The PNC Financial Services Group Inc

Associate Wealth Advisor Corient

Senior Associate Wealth Advisor Focus Partners Wealth

Associate Wealth Advisor Focus Partners Wealth

Wealth Advisor - PNC Wealth Management PNC Bank

Wealth Advisor - Peabody/Beverly, MA Citizens Financial Group Inc

Wealth Management Advisor Teachers Insurance and Annuity Association of America (TIAA)

Wealth Management Advisor (Boston, MA) Teachers Insurance and Annuity Association of America (TIAA)

Wealth Management Advisor (Waltham. MA) Teachers Insurance and Annuity Association of America (TIAA)

Wealth Management Advisor (Cambridge, MA) Teachers Insurance and Annuity Association of America (TIAA)

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