Client Advisor
- Philadelphia, PA, United States
Applications open in a new tab.
Job details
- Posting language
- English
- Posted
Original job description
Client Advisor Ultra High Net Worth
Overview
Boutique Wealth Management Firm seeks an Advisor in the greater Philadelphia area to lead client relationships for their ultra-high net worth clientele (25M+ level). Highlights
- Nurture relationships with existing clientele and support Senior Advisors with complex cases
- The Firm focuses on comprehensive wealth planning to ensure that their clients’ holistic needs are met. The Firm provides in-house technical experts in the areas of investment planning, estate and tax planning as well as insurance planning so the Advisor can focus on the relationship.
- Strong opportunity for career growth
- No book of business required
- Competitive base salary with performance-based bonus, with excellent benefits.
Requirements
- CFP or other advanced industry designation preferred