#1598

Senior Wealth Advisor

Mansfield, MA, United States

Succession Planning

Overview

Fast growing and dynamic National Wealth Management Firm with 6B+ AUM seeks a Senior Wealth Advisor in Mansfield, MA to transition relationships from the Founding Partner over time. Opportunity to work hybrid from Newton and Mansfield.

Clear track to equity partnership.

Highlights

  • Join a growing ensemble practice of 50+ high net worth and ultra high net worth families with close to 1B AUM including several 100m+ level relationships
  • Access to extensive planning capabilities inclusive of in-house tax planning and compliance and estate planning to provide best in class service to high net worth and ultra high net worth clientele
  • The Firm has an extensive array of investment offerings to create well balanced risk adjusted portfolios through individual securities and fixed income positions and high-quality ETF’s as well as a full suite of alternatives

Requirements

  • Deeply rooted in the community with local COIs
  • Proven business development skills from an external network required

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.