Senior Wealth Advisor – High Net Worth Clients

Unique and Exciting Opportunity for a Seasoned Wealth Advisor

New England Private Wealth Advisors, LLC (NEPWA), a rapidly expanding and well-established RIA with over $5 billion in assets under management (as of 9/30/2025), is seeking experienced Wealth Advisors with portable books of business. Join our dynamic, client-centric firm and grow your career by serving high and ultra-high-net-worth (UHNW) clients in a collaborative, planning-driven environment.

Flexible and open architecture investment solutions including alts.

Also have solutions to minimize tax burden.

We provide a full suite of investment, administrative, compliance, and wealth planning resources—including tax, estate, and philanthropic strategies—empowering advisors to deliver exceptional service.

Our investment approach is flexible and open architecture, including a wide range of traditional and alternative solutions as well as tax optimization strategies.

• Fee-only RIA serving clients with $2M+ in liquid, investable assets
• Clients located nationwide
  , with a strong presence in New England
• Emphasis on collaborative team culture
  , high-touch service, and fiduciary care
• Primary Custodians: Charles Schwab and Fidelity Investments

We seek entrepreneurial, motivated wealth advisors who:

• Have a track record of client retention and business development
• Are committed to fiduciary excellence
• Are ready to leverage our infrastructure to grow their HNW client base
• Desire an opportunity to work with a top-tier professional team
• Maintain a transferable book of business

• Cultivate client relationships through proactive engagement with clients, COIs, and prospects
• Leverage personal networks and firm resources to acquire new HNW/UHNW clients