Wealth Manager

2 weeks ago


Parsippany, New Jersey, United States Leah Yosef International Full time

Wealth Advisor

Boutique Independent RIA

Parsippany, NJ

Overview

Boutique, Independent 2B+ AUM RIA seeks a Wealth Advisor to provide comprehensive wealth and investment management services to high net worth clientele.

Highlights

  • Inherit relationships from firm partners; no business development required.
  • Provide holistic wealth management services, including financial planning, estate planning, investment management, retirement planning, and proactive tax planning.
  • Excellent opportunity for career development and advancement.
  • Competitive compensation package including significant base salary, bonuses, and excellent benefits.
  • The RIA is the Wealth Management Division of a Nationally Ranked Fastest Growing Accounting Firm Nationwide.
  • Strong flow of leads from internal CPA's and newly purchased CPA's firms.
  • Collaborative, collegial culture.
  • Track to equity partnership.

Requirements

  • 3+ years wealth management experience
  • CFP designation ideal


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