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
Vacancy posted 1 day ago
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