Wealth Manager

Found in: Appcast Linkedin GBL C2 - 2 weeks ago

Parsippany, 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

  • Wealth Manager

    1 week ago

    Parsippany, 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,...

  • Wealth Manager

    2 weeks ago

    Parsippany-Troy Hills, United States Leah Yosef International Full time

    Wealth AdvisorBoutique Independent RIAParsippany, NJOverviewBoutique, Independent 2B+ AUM RIA seeks a Wealth Advisor to provide comprehensive wealth and investment management services to high net worth clientele. HighlightsInherit relationships from firm partners; no business development required.Provide holistic wealth management services, including...

  • Senior Client Services Coordinator

    5 days ago

    Parsippany, United States Colliers Full time

    Make your next move an expert one.At Colliers it's not our success that sets us apart, it's how we achieve it. Our people are passionate, take ownership and always do what's right for our clients, people and communities.Why Colliers?Our enterprising environment needs your expertise to facilitate Colliers' continued growth as an industry leader. Our nimble,...

  • Senior Client Services Coordinator

    1 week ago

    Parsippany, United States Colliers International Full time

    Senior Client Services Coordinator page is loaded Senior Client Services Coordinator Apply locations Parsippany, New Jersey, United States of America time type Full time posted on Posted Yesterday job requisition id JR13300 Make your next move an expert one. At Colliers it’s not our success that sets us apart, it’s how we achieve it. Our people are...

  • Sr. Corporate Treasurer

    1 week ago

    Parsippany, United States MIDEA AMERICA CORP. Full time

    Midea America Corp. is one of the worlds largest home appliance brands, offering the most comprehensive selection of products in the world to fully serve the needs of day-to-day living at home, at work, or anywhere else you go. In North America we strive to aim high, put the customer first, transform, and innovate the marketplace, utilizing our commitment,...

  • Sr. Corporate Treasurer

    Found in: Appcast Linkedin GBL C2 - 2 weeks ago

    Parsippany, United States Midea America Corp Full time

    Midea America Corp. is one of the world’s largest home appliance brands, offering the most comprehensive selection of products in the world to fully serve the needs of day-to-day living at home, at work, or anywhere else you go. In North America we strive to aim high, put the customer first, transform, and innovate the marketplace, utilizing our...

  • Sr. Corporate Treasurer

    4 days ago

    Parsippany, United States MIDEA AMERICA CORP. Full time

    Midea America Corp. is one of the worlds largest home appliance brands, offering the most comprehensive selection of products in the world to fully serve the needs of day-to-day living at home, at work, or anywhere else you go. In North America we strive to aim high, put the customer first, transform, and innovate the marketplace, utilizing our commitment,...