Malvern, Pennsylvania, 19355
Job description
Wealth Advisors are responsible for overseeing a portfolio dedicated to Ultra High Net Worth clients, delivering customized financial planning and asset management services. They work in partnership with internal specialists to meet intricate requirements, such as tax planning, estate considerations, and trust oversight. Applicants should possess a CFP designation and have over 7 years of experience in providing financial guidance and managing client relationships. A Series 7, 63, or 66 regulatory license is mandatory, along with exceptional communication abilities and a polished professional demeanor.
STEMHUNTER is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation, gender identity, and gender expression), national origin, age, disability, genetic information, veteran status, or any other status protected by applicable federal, state, or local law. We comply with all applicable equal employment opportunity and affirmative action regulations.
