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Senior Wealth Manager

3 months ago

Boston, United States Leah Yosef International Full time

Senior Wealth Advisor

Wealth Management Arm of Top Ranked CPA Firm

Overview

1B+ AUM Registered Investment Advisor serving high net worth clientele is seeking a Market Leader in the North East.


Highlights

  • The RIA is the Wealth Management Division of a Nationally Ranked Fastest Growing Accounting Firm Nationwide.
  • Strong flow of leads from internal CPA’s as well as from newly purchased CPA’s firms.
  • Provide holistic wealth management services, including financial planning, estate planning, investment management, retirement planning, and proactive tax planning.
  • Collaborative, collegial culture. Clear Track to Equity Partnership.


Requirements

  • Strong planning capabilities, CFP preferred
  • Track record of successful business development