Wealth Advisor - Philadelphia PA - 10mm-50mm level clientele
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|Status:||Inactive / Filled|
|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|
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 DESCRIPTIONBoutique 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
Total Years of Experience: