Senior Wealth Manager (HYBRID work schedule) - $200,000 to $250,000 plus bonus
An investment firm that works with ultra high net worth clients and has multiple offices across southeastern Pennsylvania seeks a Senior Wealth Manager.
This is a newly created role based on the firm’s continued growth. Our client seeks an experienced investment professional to provide wealth management advice and service to private clients.
Our client seeks a candidate with a minimum of 20 years of experience developing investment plans for high net worth individuals and families. The preferred candidate will have a strong depth and breadth of portfolio management and asset allocation experience.
Bachelor’s Degree with a minimum of 20 years of experience is required. A candidate with her / his Certified Financial Planner (CFP) designation is preferred.
adam.fisher@tatum-us.com