- Opportunity to inherit existing clients while further building and developing a book of high net worth and ultra high net worth clientele by developing relationships with in-house CPAs
- Fast-paced, entrepreneurial culture with a track record of referring wealth management business to the internal RIA
- Top ranked largest 100 accounting firm, and top 10 fastest growing nationwide
- Strong flow of leads from internal CPAs as well as from newly purchased CPAs firms.
- Provide holistic wealth management services, including financial planning, estate planning, investment management, retirement planning, and proactive tax planning.
- Clear Track to equity partnership.
- Strong planning capabilities, CFP preferred
- Track record of successful business development
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Senior Manager, Wealth Communications
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Director Wealth Management - Boston, United States - Leah Yosef International
Description
Overview
2B+ AUM Registered Investment Advisor serving high net worth clientele is seeking a Market Leader to inherit 80m+ AUM book from a retiring advisor.
Highlights
Requirements