RWA Wealth Partners

Wealth Advisor

Experienced wealth advisor focusing on high-net-worth clients with holistic financial planning and fiduciary duties.

Income Tax Accountant

Prepare and file federal/state tax returns (individual/fiduciary) and related estimates; provide tax planning and analysis; strong knowledge of tax software; CPA/EA preferred; bachelor’s in accounting; experience with complex tax scenarios.

Sr. Family Office Financial Planner

Family Office Financial Planner

Seven+ years in wealth management with client-facing experience; strong financial planning, estate planning, and tax planning knowledge; Series 65 or CFP consideration; bachelor’s degree; proficiency in MS Office and planning tools.

Compliance Officer

Bachelor’s degree; experience in compliance, legal or risk within a registered investment adviser; solid knowledge of Investment Advisers Act; strong analytical and communication skills; proficient in MS Office and compliance tech.

Financial Planner

Bachelor's degree, Series 65, and CFP designation (or pursuing); 4+ years of client-facing experience; strong customer service, communication, and interpersonal skills; proficient in virtual and in-person presentations and financial planning tools.

Private Wealth Client Officer

5+ years of wealth management experience; Series 65; Bachelor's degree in business-related field; CFP designation a plus; strong communication, problem-solving, and client-service skills; proficient in Salesforce, eMoney, Orion, Excel, PowerPoint, and Word.

Ten+ years client-facing wealth management experience; CFP required; bachelor's degree; experience with financial planning tools; strong communication and client-management skills.

Ten years of client-facing wealth management experience; established ability in holistic financial planning and business development.

Title	Location	Date
Wealth Advisor Full Time · 10+ YOE United States · Onsite	United States Onsite	Apr 28, 2026
Income Tax Accountant Full Time · $100K-$130K · 1+ YOE Boston, Massachusetts, United States · Onsite	Boston, Massachusetts, United States Onsite	Apr 27, 2026
Sr. Family Office Financial Planner Full Time · $115K-$150K · 7+ YOE Boston, Massachusetts, United States · Onsite	Boston, Massachusetts, United States Onsite	Mar 30, 2026
Compliance Officer Full Time · $120K-$180K Newton, Massachusetts, United States · Onsite	Newton, Massachusetts, United States Onsite	Mar 25, 2026
Financial Planner Full Time · $85K-$120K · 4+ YOE Newton, Massachusetts, United States · Onsite	Newton, Massachusetts, United States Onsite	Mar 18, 2026
Private Wealth Client Officer Full Time · $80K-$120K · 5+ YOE Newton, Massachusetts, United States · Onsite	Newton, Massachusetts, United States Onsite	Mar 5, 2026
Wealth Advisor Full Time · 10+ YOE San Francisco, California, United States · Hybrid	San Francisco, California, United States Hybrid	Sep 15, 2025
Wealth Advisor Full Time · 10+ YOE Newton, Massachusetts, United States · Onsite	Newton, Massachusetts, United States Onsite	Jul 2, 2025

Activities	Investment managementFinancial planningTax preparationEstate planningTrust administration
Headquarters	US
Industries	Wealth ManagementFinancial Services
Name	RWA Wealth Partners
Employees	200
Type	Private
Parent Company	Summit Partners
Subsidiaries	RWA Tax SolutionsMoirai Wealth ManagementPolaris Wealth Advisory GroupRopes Wealth Advisors
Tagline	Provides integrated wealth management, tax planning, and estate services.
Founded	1,994
Website	rwawealth.com
Latest Funding Round	Private Equity
Latest Funding Year	2,020
Latest Investors	Summit Partners

RWA Wealth Partners

About RWA Wealth Partners