Wealth Advisor
On-site · Newton, Massachusetts, United States
Job Summary
Wealth Advisor needed in Newton, MA to serve high net worth individuals and multi-generational families within a fee-based, independent multi-billion AUM RIA. Collaborate with the Lead Wealth Advisor to manage multigenerational relationships and deliver 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 for tax planning, tax compliance, and estate planning, and access a broad investment platform including individual securities, fixed income, ETFs, and alternative investments to build well-diversified, risk-adjusted portfolios. Accelerated path to equity in a dynamic environment.
Required Qualifications
- Advanced designation such as a CFP, JD, CPA or CFA required
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