Wealth Advisor Leader - Succession Planning
Leah Yosef International
National RIA seeks a Senior Wealth Advisor to join its Newburyport office. This role is a key succession hire, immediately assuming responsibility for an established client book while positioning the advisor to inherit additional relationships over the coming years as part of a broader succession strategy. Highlights Serve as the Lead Wealth Advisor to a select group of high net worth and ultra high net worth clientele; immediately inherit an established book Advise clients with regards to comprehensive wealth management including tax and estate planning, financial planning, asset allocation, cash flow analysis, retirement planning and investment management Additional succession opportunities expected over the next several years as senior advisors transition their client relationships Opportunity to grow the practice through Fidelity's Wealth Advisor Solutions (WAS) referral channel and other firm-generated business development opportunities $200,000k+ compensation package including above market revenue based payouts and clear track to partnership Requirements 10+ years of wealth management experience #J-18808-Ljbffr Leah Yosef International
Vacancy posted 3 days ago
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