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Wealth Manager
Job in
Lawrence, Essex County, Massachusetts, 01842, USA
Listed on 2026-08-17
Listing for:
Leah Yosef International
Full Time
position Listed on 2026-08-17
Job specializations:
-
Finance & Banking
Wealth Management, Portfolio & Asset Management
Job Description & How to Apply Below
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.
- 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
- Advanced designation such as a CFP, JD, CPA or CFA required
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