Client Advisor

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