View All Candidates >

Private Wealth Advisor 

Preferred Location:
North-East
Open to Relocation:
No
Portable Assets Under Management:

We are currently representing a Private Wealth Advisor in Philadelphia. Details below:

  • Focused on advising business owners and high-net-worth families, with particular depth around transition planning, liquidity events, and complex wealth decisions
  • She is targeting approximately $100M in potentially portable assets across 3 family relationships in active pipeline
  • Interested in joining an environment that better aligns with her client development approach and long-term growth ambition
  • Pursuing CFP designation
  • Exploring roles with compensation packages in the 250k+ range

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

This field is for validation purposes and should be left unchanged.
Upload a job description
Drop files here or
Accepted file types: doc, docx, pdf, Max. file size: 20 MB, Max. files: 3.
    Privacy Policy