Lead Senior Wealth Advisor: Equity Path & Hybrid Flex

A national independent RIA firm in Boston is seeking experienced Senior Wealth Advisors to serve high-net-worth clients. This lead advisor position offers comprehensive planning support, strong client acquisition channels, and a defined path to partnership. Ideal candidates have 8–10+ years of relevant experience and CFP® or equivalent certifications. The role combines remote flexibility with a strong team support structure, fostering growth and leadership opportunities.
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