Wealth Advisor New Business - Philadelphia PA - CPA/ Boutique Wealth Management Firm
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|Status:||Inactive / Filled|
|Title:||Wealth Advisor New Business - Philadelphia PA - CPA/ Boutique Wealth Management Firm|
|Job Location:||Philadelphia, PA|
|Base Compensation:||$150,000 — $175,000|
|Total Compensation:||$200,000 — $300,000|
|Is Employer Willing to Relocate?:||No|
|Employment Type:||Full Time / Direct Hire|
|Job Categories:||Investments & Securities; Wealth Management - Personal Trust|
WHY IS THIS A GREAT OPPORTUNITY?
Wealth Advisor New Business. 1MM – 100MM level clientele - Philadelphia PA - Boutique Wealth Management Arm of a well respected top tier accounting firm seeks business development officer with portable clientele, entrepreneurial opportunity
JOB DESCRIPTIONService existing clients and bring in new relationships from internal referrals.
30MM AUM of portable high net worth investment management clientele.
Total Years of Experience: