Wealth Advisor New Business - Philadelphia PA - CPA/ Boutique Wealth Management Firm
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|Status:||Inactive / Filled|
|Title:||Wealth Advisor New Business - Philadelphia PA - CPA/ Boutique Wealth Management Firm|
|Job Location:||Philadelphia, PA|
|Base Compensation:||$150,000 — $175,000|
|Total Compensation:||$200,000 — $300,000|
|Is Employer Willing to Relocate?:||No|
|Employment Type:||Full Time / Direct Hire|
|Job Categories:||Investments & Securities; Wealth Management - Personal Trust|
WHY IS THIS A GREAT OPPORTUNITY?
|Wealth Advisor New Business. 1MM – 100MM level clientele - Philadelphia PA - Boutique Wealth Management Arm of a well respected top tier accounting firm seeks business development officer with portable clientele, entrepreneurial opportunity|
|Service existing clients and bring in new relationships from internal referrals.|
|30MM AUM of portable high net worth investment management clientele.|
|Total Years of Experience:||5-6+|