Wealth Advisor - Philadelphia PA - 10mm-50mm level clientele

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JOB DESCRIPTION

Job #: 18788
Status: Active
Title: Wealth Advisor - Philadelphia PA - 10mm-50mm level clientele
Job Location: Philadelphia, PA
Base Compensation: $100,000 — $150,000
Total Compensation: $110,000 — $195,000
Benefits: Above average benefits including full health coverage
Is Employer Willing to Relocate?: No
Employment Type: Full Time / Direct Hire
Job Categories: Finance; Wealth Management - Asset & Investment; Wealth Management - Personal Trust
Industries: Financial Services

WHY IS THIS A GREAT OPPORTUNITY?

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

JOB DESCRIPTION

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.

QUALIFICATIONS

~ 5+ years experience required ~ Bachelor's degree required. MBA or JD ideal
Education: Bachelor's
  
Total Years of Experience: 5-6+
  

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