#680

Wealth Advisor

Maplewood, NJ

Boutique Independent RIA

Overview

Boutique, Independent RIA seeks a Wealth Advisor to collaborate with the founding partner in providing comprehensive wealth and investment management services to high net worth clientele.

The Firm offers comprehensive financial planning services inclusive of investment management, retirement planning, estate and tax planning and risk management in a collegial culture of continuous learning and growth.

 Highlights

  • Serve as the support advisor and financial planner for a sophisticated client base of ~100 high net worth individuals and families (1-15M AUM level clientele). Extensive client contact.
  • Excellent opportunity for career development and advancement.
  • Ability to make an impact on the direction and growth of a boutique, independent RIA with a hands-on collaborative culture.
  • Competitive compensation package including significant base salary, bonuses and excellent benefits.
  • Path towards equity ownership.

Requirements

  • 3+ years wealth management experience
  • CFP designation complete or well underway
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