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 1 day ago
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