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Senior-Wealth-Advisor

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Senior Wealth Advisor

Details

Country: USA
Location: Pennsylvania-Pittsburgh Pittsburgh, PA
Total applied: 34
Salary/Wage:Competitive with Excellent Benefits
Job Category:Accounting/Finance/Insurance
Relevant Work Experience:7+ to 10 Years
Education Level:Master's Degree
Location:Pittsburgh, PA
Status:Full Time, Employee
Occupations:Financial Planning/Advising;General/Other: Accounting/Finance;Financial Products Sales/Brokerage
Career Level:Executive (SVP, VP, Department Head, etc)
Relevant Work Experience:7+ to 10 Years

If you have between 7 - 12 years of estate or legal, tax, and financialplanning experience and would like to join a well recognized team thatserves very high net worth individuals and families, please apply withrelevant examples of projects or assignments that you have been involved within the last two years.

We provide a relaxed work environment and benefits with a clear focus on conciergeclient service and a strong work ethic.

Candidate should be well versed with technology. Candidates with a CPA,JD, or CFP desired. Series 7, 63, 66, or 65 helpful.

- Apply for Senior Wealth Advisor

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