Associate Wealth Advisor

Parsippany, NJ


Boutique, Independent 2B+ AUM RIA seeks a Wealth Advisor to provide comprehensive wealth and investment management services to high net worth clientele.


  • 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.
  • Clear Track to equity partnership.


  • 3+ years wealth management experience
  • CFP designation ideal


About Leah Yosef International: Leah Yosef International is a boutique executive search firm specializing in the private wealth and investment management arena, catering to single/multi-family offices and registered investment advisory (RIA) firms nationwide. With a proven track record of success, Leah Yosef International delivers premier talent, placing financial advisors, relationship managers, investment managers, subject-matter experts, and directors and C-level leaders in operational, investment, and compliance roles.