Wealth Advisor, Succession Planning

Essex County, NJ




Boutique, Independent Wealth Management Firm seeks a Wealth Advisor in Essex County, NJ to inherit a client book of ~40m+ AUM from the Founding partner.




  • The founding partner is focused on growth and seeking to align with a Lead Advisor who can inherit clients and continue to grow the practice through referrals and networking.
  • The Firm has a track record of attracting and retaining top advisors, providing a strong growth channel in a family-oriented collegial culture.
  • Advise high-net-worth families on financial planning, insurance, retirement planning and cash flow analysis. Mentorship and training provided.
  • Path towards equity partnership.


  • Collegial, boutique atmosphere with 4+ Days a week in the office
  • Experience serving as a lead advisor
  • Successful track record of 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.