- Inherit relationships from firm partners; no business development required.
- Provide holistic wealth management services, including financial planning, estate planning, investment management, retirement planning, and proactive tax planning.
- Excellent opportunity for career development and advancement.
- Competitive compensation package including significant base salary, bonuses, and excellent benefits.
- The RIA is the Wealth Management Division of a Nationally Ranked Fastest Growing Accounting Firm Nationwide.
- Strong flow of leads from internal CPAs and newly purchased CPAs firms.
- Collaborative, collegial culture.
- Track to equity partnership.
- 3+ years wealth management experience
- CFP designation ideal
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Wealth Manager - Parsippany, United States - Leah Yosef International
Description
Wealth Advisor
Boutique Independent RIA
Parsippany, NJ
Overview
Boutique, Independent 2B+ AUM RIA seeks a Wealth Advisor to provide comprehensive wealth and investment management services to high net worth clientele.
Highlights
Requirements