#1006

Wealth Strategist

Philadelphia, PA

4B+ Multi-Family Office

Overview

4B+ UHNW Multi-Family Office seeks a Wealth Strategist to join the Wealth Strategy team. Extensive client contact with ultra high net worth clientele.

Not a commissioned sales role. No portable book of business required.

Highlights

  • Serve as the Wealth Strategist to a select group of high net worth and ultra-high Net worth clientele
  • Offer deep planning expertise in conjunction with the wealth planning team providing multigenerational planning, trust and estate and income tax planning, and business owner advisory services.
  • The Firm offers comprehensive financial, estate, tax and retirement planning with a robust investment platform and a strong culture of collaboration
  • Competitive compensation package including a significant base salary, performance and profit-based bonuses, business development incentives and a clear path to equity/partnership

Requirements

  • 5+ years experience with high-net worth clientele
  • CFP, CFA, JD or CPA required
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