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Wealth Management Associate
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-03-15
Listing for:
Leah Yosef International
Full Time
position Listed on 2026-03-15
Job specializations:
-
Finance & Banking
Financial Consultant, Wealth Management
Job Description & How to Apply Below
Overview
Northern, NJ/Philadelphia/Boston or DC Metro
Dynamic, fast growing 13B+ Independent RIA is seeking an Associate Wealth Manager to assist advisors with regards to comprehensive wealth management including tax and estate planning, financial planning, asset allocation, cash flow analysis, retirement planning and investment management.
Clear progression toward a Lead Advisor, supported by hands-on mentorship
Highlights- The Firm has been growing consistently 30%+ year over year with a fast paced, collegial culture, and extensive operational, investment, financial planning and relationship management support.
- Compensation parameters: $100,000+ compensation package
- Opportunity to work fully remote. Ideally based out of Northern NJ, NYC Metro, Boston, Philadelphia or DC/Virginia
- CFP and/or Current Series 65
- 2+ years experience in the wealth management arena
Position Requirements
10+ Years
work experience
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