Market Leader

East Coast, GA, FL, NC, SC, NJ, PA, VA, NY, MA, CT,DC,

Senior Wealth Advisor

Wealth Management Arm of Top Ranked CPA Firm


1B+ AUM Registered Investment Advisor serving high net worth clientele is seeking a Market Leader.


  • The RIA is the Wealth Management Division of a Nationally Ranked Fastest Growing Accounting Firm 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.
  • Collaborative, collegial culture. Clear Track to equity partnership.


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

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.