Wealth Manager
2 weeks ago
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 CPAs and newly purchased CPAs firms.
Collaborative, collegial culture.
Track to equity partnership.
Requirements
3+ years wealth management experience
CFP designation ideal
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