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Wealth Management
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Wealth Manager - Parsippany, United States - Leah Yosef International
Description
Wealth AdvisorBoutique 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.
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 CPA's and newly purchased CPA's firms.
Collaborative, collegial culture.
Track to equity partnership.
Requirements
3+ years wealth management experience
CFP designation ideal
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