Market Leader, Private Wealth

Market Leader, Private Wealth

Philadelphia Region

4B+ Billion Fee-Only Wealth Management Firm

Overview
4B+ Billion Fee-Only Wealth Management Firm based in the Mid-Atlantic seeks a Market Leader to help serve an existing book of business in the Philadelphia region and lead the continued buildout of the de novo local office. Short-term equity/partnership opportunity.

The Opportunity
● Lead the buildout of the Firm’s Philadelphia area office through a team- based and collaborative approach to business development and client service
● Serve as Client Advisor to 25+ Philadelphia based High Net Worth clientele
● Recruit, develop and lead a team of client service professionals, subject matter experts and wealth advisory talent as the office develops and grows
● Competitive compensation package including a significant base salary, performance and profit based bonuses, generous business development incentives and a clear path to equity/partnership

Requirements

• Track record of sourcing high net worth relationships from external channels
• CFA or CFP required