Client Advisor
On-site · Philadelphia, Pennsylvania, United States
Job Summary
Lead client relationships for ultra-high-net-worth clientele (25M+ level) in the greater Philadelphia area and support Senior Advisors with complex cases. Focus on comprehensive wealth planning to ensure clients’ holistic needs are met, leveraging in-house technical experts in investment planning, estate and tax planning, and insurance planning so the Advisor can emphasize client relationships. Strong opportunity for career growth; no book of business required. Competitive base salary with performance-based bonus and excellent benefits.
Desired Qualifications
- CFP or other advanced industry designation preferred
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