Banking Jobs, Bank Jobs, Finance Jobs
Search Jobs Job Alerts Find Recruiters Post Your Resume Job Success Stories
We help professionals like you reach the hidden job market.
Job Details

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

Below are the job details for this position.  If you feel you are qualified and would like to apply for this position, simply scroll to the bottom where you have the ability to include a cover letter with your application. Press "Apply Now" when you are ready to submit your application.

 

Just a friendly reminder:  Our candidate resources area has a session time limit so if you are composing a letter or have been away from the computer it is a good idea to "copy" your cover letter before submitting so your letter will not be lost.

 

Your application goes DIRECTLY to the recruiter in our network handling this position. If the recruiter feels you could be a potential candidate, he/she will contact you or the recruiter you are working with (if applicable).

 
JOB DESCRIPTION
Job #: 14618
Status: Inactive / Filled
Title: Wealth Advisor New Business - Philadelphia PA - CPA/ Boutique Wealth Management Firm
Job Location: PA-Philadelphia
Mid-Atlantic (DE, DC, MD, NJ, NY, PA, VA & WV)
Job Categories: Investments & Securities; Wealth Management - Personal Trust
Industries: None
Base Compensation:
Low: $150,000       High: $175,000
Total Compensation:
Low: $200,000       High: $300,000
Benefits: standard
Overnight Travel: None Listed
Is Employer Willing to Relocate?: No
Employment Type: Full Time / Direct Hire
 
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
 
Job Description:
Service existing clients and bring in new relationships from internal referrals.
 
QUALIFICATIONS
Mandatory Minimum Qualifications - Must Have: 30MM AUM of portable high net worth investment management clientele.
 
Education: Bachelor's
 
Certifications: None
 
Licenses: None
 
Total Years of Experience: 5-6+
 
First Name:
Last Name:
E-mail Address:
Terms & Conditions and Privacy Statement