Wealth Advisor New Business - Philadelphia PA - CPA/ Boutique Wealth Management Firm

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Job #: 14618
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
Benefits: standard
Is Employer Willing to Relocate?: No
Employment Type: Full Time / Direct Hire
Job Categories: Investments & Securities; Wealth Management - Personal Trust


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.
Education: Bachelor's
Total Years of Experience: 5-6+
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