Succession Planning North Shore, MA Overview National RIA seeks a Senior Wealth Advisor to join its ... 000k+ compensation package including above market revenue based payouts and clear track to ...
Succession Planning North Shore, MA Overview National RIA seeks a Senior Wealth Advisor to join its ... 000k+ compensation package including above market revenue based payouts and clear track to ...
Guardian Wealth Partners Planning Team Lead
Boston, MA · Hybrid
$132K - $217K/yr
Advanced degree and/or CFP or CFA Travel - 25% Salary Range: $132,420.00 - $217,545.00 The salary ... compensation. Our Promise At Guardian, you'll have the support and flexibility to achieve your ...
Guardian Wealth Partners Planning Team Lead
Boston, MA · Hybrid
$132K - $217K/yr
Advanced degree and/or CFP or CFA Travel - 25% Salary Range: $132,420.00 - $217,545.00 The salary ... compensation. Our Promise At Guardian, you'll have the support and flexibility to achieve your ...
Client Relations & Trading Associate
Boston, MA · On-site
$100K - $125K/yr
... RIA, broker-dealer, family office, or trust company. * Experience with trading securities and ... CFP, CFA, or progress toward professional designation is preferred. Compensation The pay range for ...
Client Relations & Trading Associate
Boston, MA · On-site
$100K - $125K/yr
... RIA, broker-dealer, family office, or trust company. * Experience with trading securities and ... CFP, CFA, or progress toward professional designation is preferred. Compensation The pay range for ...
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Job description
Succession Planning
North Shore, MA
Overview
National RIA seeks a Senior Wealth Advisor to join its Newburyport office. This role 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.
Highlights
- Serve as the Lead Wealth Advisor to a select group of high net worth and ultra high net worth clientele; immediately inherit an established book
- Advise clients with regards to comprehensive wealth management including tax and estate planning, financial planning, asset allocation, cash flow analysis, retirement planning and investment management
- Additional succession opportunities expected over the next several years as senior advisors transition their client relationships
- Opportunity to grow the practice through Fidelity's Wealth Advisor Solutions (WAS) referral channel and other firm-generated business development opportunities
- $200,000k+ compensation package including above market revenue based payouts and clear track to partnership
Requirements
- 10+ years of wealth management experience
- CFP required
About Leah Yosef International
Sourced by ZipRecruiter
Leah Yosef International, Inc. specializes in executive search for the RIA, High Net Worth Ultra High Net Worth, and Single and Multi Family Office arenas. We partner with growing and boutique firms and attract, secure and retain the highest performing talent in the industry through an efficient sourcing and on boarding process.
Industry
Recruiting and staffing services
Company size
11 - 50 Employees
Headquarters location
Long Beach, NY, US
Year founded
2017