Senior Wealth Advisor - Pittsburgh - confidential

    confidential
    confidential Pittsburgh

    3 days ago

    Finance $90,000 - $220,000 (USD) per year * Accounting / Finance
    Description

    Senior Wealth Advisor


    Join our team of experienced wealth managers as a Senior Wealth Advisor and play a key role in providing comprehensive wealth management advice to high net worth individuals. The ideal candidate will have a strong background in finance, excellent communication skills, and the ability to work effectively within a team.



    About the Company


    Our company is a prominent multi-family office with over [insert number] years of experience in delivering exceptional financial services to its clients.

    The Role


    The successful candidate will be responsible for:


    • Providing personalized service to ultra-high-net-worth individuals by advising on tax and estate planning, financial planning, asset allocation, cash flow analysis, retirement planning, and investment management;
    • Sourcing clients from internal RIA referral networks and digital lead generation models;
    • Maintaining relationships with existing clients through regular reviews of their financial plans.
      * This salary range is an estimation made by beBee
    • Work in company

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