#1536

Wealth Advisor

Essex County, MA, United States

Overview

400M AUM Women-led ensemble practice seeks a Wealth Advisor to join the practice serving a high-net-worth clientele. Clear and well-trodden path toward equity in year one.

Highlights

  • Fast growing and dynamic 6B+ AUM National Wealth Management Firm seeks a Wealth Advisor in Essex County, Massachusetts

  • Advise high net worth clientele on all aspects of holistic wealth management including asset management, estate planning, retirement planning, financial consulting and divorce planning

  • 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

  • Strong culture of collaboration, entrepreneurship, and work-life balance

  • Competitive compensation package includes significant base salary, bonuses, and excellent benefits

Requirements

  • 10+ years Wealth Management experience

  • Ability to work in-office 5 days a week

 

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.