#1963

Associate Wealth Advisor

Boston, MA, United States

13B+ AUM Independent Wealth Management Firm

Northern, NJ/Philadelphia/Boston or DC Metro

Overview

Dynamic, fast growing 13B+ Independent RIA is seeking an Associate Wealth Manager to assist advisors with regards to comprehensive wealth management including tax and estate planning, financial planning, asset allocation, cash flow analysis, retirement planning and investment management.

Clear progression toward a Lead Advisor, supported by hands-on mentorship

Highlights

  • The Firm has been growing consistently 30%+ year over year with a fast paced, collegial culture, and extensive operational, investment, financial planning and relationship management support.
  • Compensation parameters: $100,000+ compensation package
  • Opportunity to work fully remote. Ideally based out of Northern NJ, NYC Metro, Boston, Philadelphia or DC/Virginia



Requirements


  • CFP and/or Current Series 65
  • 2+ years experience in the wealth management arena

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.