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Wealth Advisor

Preferred Location:
North-East
Open to Relocation:
No

We are currently representing a Wealth Advisor, CFA/CFP in the Philadelphia Region. Details below:

  • $300M in his current book with clients ranging from $1 million to $40 million in AUM
  • Proficiency with eMoney in a planning focused, ultra high net worth focused wealth management firm
  • Exposure to equity, fixed income, and liquid alternative assets
  • 12 years of wealth management experience with 4 years in his current role

For more information on this candidate please fill out the form below:

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