#1678

Senior Wealth Advisor

Red Bank, NJ, United States

Succession Planning

Overview

3B+ AUM Registered Investment Advisor serving high net worth and ultra high net worth clientele is seeking a Senior Wealth Advisor to manage relationships sourced from internal CPA’s and newly purchased CPA’s firms. Additional opportunity to inherit assets from retiring advisors who have sold their practice to the RIA.

Clear track to equity partnership

Highlights

  • The RIA is the Wealth Management Division of a Nationally Ranked Fastest Growing Accounting Firm Nationwide.
  • Provide holistic wealth management services, including financial planning, estate planning, investment management, retirement planning, and proactive tax planning.
  • Collaborative, collegial culture

 

 

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.