Overview
Senior Wealth Manager Jobs in Red Bank, New Jersey, USA 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
Title: Senior Wealth Manager
Company: Leah Yosef International
Location: Red Bank, New Jersey, USA
Category: Finance & Banking (Wealth Management)
