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Senior Wealth Manager
Job in
Jacksonville, Duval County, Florida, 32290, USA
Listed on 2026-06-25
Listing for:
Leah Yosef International
Full Time
position Listed on 2026-06-25
Job specializations:
-
Finance & Banking
Wealth Management, Financial Consultant -
Management
Wealth Management
Job Description & How to Apply Below
Fast growing and dynamic Multi-Billion AUM Fee-Only RIA serving high net worth and ultra-high net worth clientele is seeking a Senior Wealth Advisor to inherit assets from a retiring advisor in Jacksonville.
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 offering full benefits and a hybrid culture.
- $175,000+ first year compensation package.
Position Requirements
10+ Years
work experience
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