Director Wealth Management

2 weeks ago


Boston, United States Leah Yosef International Full time

Overview


2B+ AUM Registered Investment Advisor serving high net worth clientele is seeking a Market Leader to inherit 80m+ AUM book from a retiring advisor.


Highlights


  • Opportunity to inherit existing clients while further building and developing a book of high net worth and ultra high net worth clientele by developing relationships with in-house CPA’s
  • Fast-paced, entrepreneurial culture with a track record of referring wealth management business to the internal RIA
  • Top ranked largest 100 accounting firm, and top 10 fastest growing 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.
  • Clear Track to equity partnership.


Requirements


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



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