Wealth Advisor/Portfolio Manager

Financial Planner Recruiting, LLC
Any Location, PA
Category Accounting
Job Description
Our client is seeking a Wealth Advisor/Portfolio Manager to join their team in Greater Philadelphia, PA. The ideal candidate will manage client portfolios, provide financial planning, and build professional relationships with clients and potential clients.

Requirements

  • Bachelors degree in Economics, Finance or Business Administration
  • 7+ years of experience in a financial institution
  • CFP/CFA certification preferred
  • Trust school or equivalent preferred

Benefits

  • Salary (commensurate with experience) plus bonus
  • Full benefits package
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