Wealth Advisor

Multi-generational Families

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