What are the responsibilities and job description for the Senior Wealth Manager position at Leah Yosef International?
Succession Planning
Red Bank, NJ
Overview
3B AUM Registered Investment Advisor serving high net worth and ultra high net worth clientele is seeking a Senior Wealth Advisor to manage relationships sourced from internal CPA’s and newly purchased CPA’s firms. Additional opportunity to inherit assets from retiring advisors who have sold their practice to the RIA.
Clear track to equity partnership
Highlights
- The RIA is the Wealth Management Division of a Nationally Ranked Fastest Growing Accounting Firm Nationwide.
- Provide holistic wealth management services, including financial planning, estate planning, investment management, retirement planning, and proactive tax planning.
- Collaborative, collegial culture
