Wealth Manager

Leah Yosef International; Massachusetts; On-site; USD 140,000 - 230,000; Full time

Job summary

Leah Yosef International seeks a Wealth Advisor for our Newton office, focusing on high net worth individuals and multi-generational families, with an accelerated path to equity.

You will collaborate with the Lead Wealth Advisor in a fee-based practice, manage comprehensive wealth planning, and access a broad platform of investments to build well-diversified, risk-adjusted portfolios for sophisticated clients.

Qualifications

• CFP/JD/CPA/CFA designation required.
• Experience serving high net worth individuals and multi-generational families preferred.

Responsibilities

• 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 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, ETFs, and alternative investments to build well-diversified portfolios.

Skills

Relationship management

Financial planning

Tax planning

Estate planning

Education

CFP, JD, CPA or CFA designation

Job description

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