Wealth Advisor - Philadelphia PA - 10mm-50mm level clientele ~Excellent opportunity for advancement ~ Will train tax or planning professional in all aspects of fiduciary administration ~ Will consider candidates from Law Firm, Public Accounting and Financial Services backgrounds
Boutique National Wealth Management Firm seeks Wealth Advisor to assist Senior Wealth Advisors in managing relationships and providing trust administration, financial planning, tax planning, and portfolio management to high net worth and ultra high net worth clientele. Extensive client contact.
~ 5+ years experience required ~ Bachelor's degree required. MBA or JD ideal