Wealth Manager
Leah Yosef International
Growing and dynamic independent multi-billion AUM RIA is seeking a Wealth Advisor for the Newton office (500M+ AUM) with a core focus on serving high net worth individuals and multi-generational families. Accelerated path to equity. Highlights Serve as a key contributor in managing multigenerational family relationships alongside the Lead Wealth Advisor in an ensemble, fee-based practice. Support comprehensive wealth management across tax and estate planning, financial planning, retirement planning, cash flow analysis, asset allocation, and investment management. Leverage extensive in‑house planning resources, including tax planning, tax compliance, and estate planning capabilities, to deliver a best‑in‑class client experience. Access a broad investment platform including individual securities, fixed income strategies, high-quality ETFs, and a full suite of alternative investments to build well‑diversified, risk‑adjusted portfolios. Requirements Advanced designation such as a CFP, JD, CPA or CFA required. #J-18808-Ljbffr Leah Yosef International
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Wealth Manager in Boston, MA vacancy
- ...Wealth Manager Opportunity In Private Banking Our client is one of the nation's oldest and largest financial institutions, with over $200+ billion in assets is seeking a Wealth Manager for their high-net-worth clients. The ideal candidate will provide comprehensive...Suggested
Suncap Technology
Boston, MA1 day ago $78.01k - $97.51k
...Asset Protection Manager Salary Range $78,007 - $97,509* Saks Fifth Avenue is a leading destination for luxury fashion, driven by a mission to help customers express themselves through relevant and inspiring style. Since its inception in 1924, the company has delivered...SuggestedFull timeLocal areaSaks Global
Boston, MA1 day ago$95k - $125k
...personalize your employee journey to be - and deliver - your best. We are a leading global real estate investor, developer and manager. We combine our capital with our capabilities to create real estate that strengthens economies and communities. By prioritizing...SuggestedTemporary workFlexible hoursOxford Properties Group
Boston, MA5 days ago- ...Supervisory Property Management Position A professional, supervisory position, responsible for planning, coordinating, and overseeing the management functions of an assigned development(s). This position requires the coordination of a wide variety of services to assure...SuggestedWork at officeLocal areaImmediate startWork from home
Cruz Management Company Inc
Boston, MA2 days ago $80k - $90k
...Property Manager Maloney Properties – Voted "Best Place to Work" by our employees for 11 years! Join our hard-working motivated team! Our reputation for customer service and quality workmanship is the best in the industry. About Us: Established in 1981, Maloney...SuggestedWork at officeMonday to FridayMaloney Properties
Boston, MA2 days ago$70k - $90k
We are seeking an ambitious, sharp, and highly organized Property Manager to oversee a growing 55-unit residential portfolio spanning several local cities. This isn't just a "show apartments and collect rent" kind of job. Because this is for a lean, agile company, you will...Permanent employmentTemporary workFor contractorsWork experience placementLocal areaShift workRandstad
Malden, MA5 days ago$105k - $120k
...Senior Property Manager Works independently to manage and resolve all site management related issues. This individual should be familiar with housing management, budgeting, housing agency regulations related terminology and have a commitment to community building and...Permanent employmentFull timeContract workWork experience placementSummer workWork at officeLocal areaFlexible hoursBeacon Communities
Boston, MA5 days ago$115k - $135k
...Senior Property Manager Reports to: VP, Property Management Location: Speed Bay Warehouse Solutions - Boston, Massachusetts Schedule: Full-time, Exempt, Hybrid Overview Speed Bay Warehouse Solutions is a vertically integrated real estate investment and...Full timeFor contractorsWork at officeLocal areaSpeed Bay Warehouse Solutions
Boston, MA3 days ago$70k - $90k
...Job Description POSITION: PROPERTY MANAGER Position Summary: At Cambridge Savings Bank, our purpose is to have a positive impact on our customers, employees, and community's financial well-being. We are committed to exceeding expectations and having a strong...Full timeFor contractorsVisa sponsorshipWork visaFlexible hoursCambridge Financial
Watertown, MA2 days ago- Position Summary Boston Harbor Shipyard & Marina is seeking an organized, detail-oriented Property Manager to support the day-to-day operations of our commercial property, including tenant relations, billing processes, and administrative systems. The ideal candidate...Contract workFor contractorsWork at office
Ocean Havens
Boston, MA5 days ago $120k - $140k
...Transaction Advisory Services Manager KLR is one of the largest full-service CPA and business advisory firms in New England and is ranked amongst the Top 100 firms in the United States. From our offices in Andover, Boston, Lausanne, Newport, and Providence, the 350+...Full timeWork at officeMonday to FridayAfternoon shiftKLR
Boston, MA2 days ago$124k - $335k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements: Up to 20% A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to...Full timeH1bLocal areaOverseasPwC
Boston, MA1 day ago$94.4k - $293.8k
As a Manager in the Asset Management practice, you will be responsible for leading teams and advisory engagements with Asset Managers. Responsibilities Leading project teams to deliver valuable insights, and design and implement business change across Asset Managers...For contractorsLocal area- PanAgora Asset Management Inc. seeks a Quantitative Investment Portfolio Manager to conduct innovative research in managing global risk parity portfolios. The role requires expertise in statistical analysis and programming in Python and SQL, plus 3 years of financial research...
- PNC Financial Services Group, Inc. is seeking an Associate Asset Manager within the Multi Family Capital group in Boston. You will support oversight of LIHTC investments during the final years of the compliance period, working with Senior Asset Managers to protect and optimize...
$80k - $90k
...investors are met from loan closing through payoff. The Department consists of six main functional areas: Loan Administration, Asset Management, Insurance Compliance, Investor Reporting, Treasury, and Compliance. W&D’s Servicing portfolio is the 8th largest in the U.S.,...Temporary workWork experience placementLocal areaRemote workMonday to FridayFlexible hours$80k - $130k
A leading home-buying company is seeking a Manager of Transaction Management to oversee real estate transactions from contract to closing. This fully remote role involves managing a pipeline and guiding a transaction team in a fast-paced environment. Ideal candidates should...Contract workRemote workHouse Buyers
Boston, MA2 days ago- ...Assistant Property Manager (Affordable / Tax Credit) Our client is currently seeking an Assistant Property Manager to support the day-to-day operations and resident relations for one of their affordable housing multifamily communities in the area. The ideal candidate...
Blue Castle Agency
Boston, MA4 days ago $84k - $86k
...Assistant Property Manager Our people at JLL are shaping the future of real estate for a better world by combining world class services, advisory and technology for our clients. We are committed to hiring the best, most talented people and empowering them to thrive,...Daily paidFor contractorsWork at officeLocal areaJLL
Boston, MA14 hours ago$150k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements: Up to 20% A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to...Full timeH1bLocal areaOverseasPwC
Boston, MA1 day ago$32 - $38 per hour
...Assistant Property Manager, Old Colony - Boston, MA General Statement of Duties: Assists the Property Manager in fiscal planning, staff supervision, physical property management, rent collection, resident relations, and directly oversees the occupancy and recertification...Hourly payFull timeFor contractorsWork experience placementSummer workFlexible hoursSalonCentric
Boston, MA5 days ago- ...practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax has on their business. You'll advise clients on their local and overseas tax affairs, while acting as a strategic...Local areaOverseas
PwC (US)
Boston, MA2 days ago - ...Assistant Property Manager First Realty Management has more than 70 years of experience with the industry knowledge to match. We combine the resources of a large company with the personal touch and attention to detail of a small, local firm. At the core of it all...Temporary workWork at officeLocal areaRelocation package
First Realty Management
Boston, MA3 days ago $87k - $95k
City Life/Vida Urbana in Boston is seeking a Fund Manager for their anti-displacement real estate fund, REfund. This role involves overseeing the fund's operations, engaging with community organizers, and ensuring compliance with relevant laws. The ideal candidate will...- ...updates to member's accounts. Respond to member questions and concerns in a timely and professional manner and elevate to Assistant Manager or Manager as needed. Assist in maintaining the neatness and cleanliness of the club. Close shift for that business day....Local areaShift workNight shiftDay shift
Planet Fitness
Cambridge, MA4 days ago - ...Boardwalk Properties powered by Boston Pads is seeking a Team Manager to guide a group of agents, dominate the market, and unlock new... ...and investors to diversify your income and build long-term wealth. Career Growth: Lead today, build tomorrowour managers and...Local areaFlexible hours
Boston Pads LLC
Boston, MA7 days ago - DataAnnotation is seeking an experienced finance professional to help train AI models by evaluating their reasoning and accuracy on complex financial scenarios. You will review AI Assistant answers related to macro trends, corporate finance, and capital markets and provide...Remote jobHourly payFor contractorsWork from home
- MassMutual is looking for a Trust Officer to manage a diverse book of trust and wealth management accounts for high-net-worth individuals and families. This role emphasizes collaboration with financial professionals while providing exceptional client service. The ideal...
- ...implementation of the intellectual property and contracts function, with a strong focus on safeguarding the company's innovative work and managing its commercial and collaborative partnerships. This includes the establishment of robust strategies, processes, and standards to...Contract workInterim role
- ...clients reach their most important goals. Our primary service business lines are Residential Brokerage, Commercial Brokerage, Property Management, and Capital Solutions. As sponsor, Senné actively Develops and Invests in real estate throughout New England. Our human capital...Contract workFor contractorsWeekend work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Manager. Be the first to apply!
