Lead Wealth Advisor for HNW Clients - Succession Path
Leah Yosef International
National RIA in Newburyport seeks a Senior Wealth Advisor to join its Newburyport office. This 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. You will lead as the primary advisor for high net worth clients, providing comprehensive wealth management including tax and estate planning, financial planning, asset allocation, #J-18808-Ljbffr Leah Yosef International
Vacancy posted 5 days ago
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