Senior Wealth Manager

4 weeks ago


West Palm Beach, United States Leah Yosef International Full time

Senior Wealth Advisor, WPB

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 Boston.

Highlights

  • The RIA is the Wealth Management Division of a Nationally Ranked Fastest Growing Accounting Firm Nationwide.
  • Strong flow of leads from internal CPAs as well as from newly purchased CPAs 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

by Jobble


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