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Financial Advisor/Division Leader - (Pittsburgh, PA)

POSITION OVERVIEW Job #: 26071 Status: Active Title: Financial Advisor/Division Leader Job Location: Pittsburgh , PA Base Compensation: $ 100,000 $500,000+ Is Employer Willing to Relocate?: No Employment Type: Full-time / Direct Hire Job Categories: Wealth Management - Asset & Investment Industries: Financial Services WHY IS THIS A GREAT OPPORTUNITY? Leading Boutique Multi-Family Office servicing clients with assets ranging from 2mm-300mm seeks a Financial Advisor to lead the newly created Wealth Management Division focused on clients with under 5mm in investable assets. Through cutting edge technology and streamlined operations, the Firm is able to offer much of the same wealth planning and investment advisory platform for a fraction of the price. The new Division offers integrated wealth management services for high net worth clientele inclusive of financial planning, investment management, income tax planning, trust and estate guidance, and strategic business advisory.


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Posted in Pittsburgh, PA, Accounting & Finance
From NationJob - 1 month ago