Wealth Advisor

Wealth Advisor

Ultra High Net Worth Wealth Advisory Firm
Published
August 9, 2019
Location
Pittsburgh Region, United States

Description

Wealth Advisor

Pittsburgh Region

Ultra High Net Worth Wealth Advisory Firm

 

Overview
Ultra High Net Worth Wealth Advisory Firm seeks a Lead Wealth Advisor to inherit existing clients and continue to cultivate new relationships.

  • The Firm services high net worth and ultra high net worth clientele of the Firm (10 million to 300 million net worth’s) with a focus on high touch relationship management and suite of comprehensive wealth management services
  • Strong culture of collaboration and entrepreneurship
  • No portable book of business necessary
  • Significant base salary, profit and performance bonuses and strong business development incentives. Excellent benefits.
  • Clear path towards equity ownership

 

Requirements
● Must have a track record of externally focused business development
activities

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