Wealth Manager

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

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