Senior Wealth Advisory & Client Relationship Lead
Pathstone
Pathstone is looking for a key member of the Client Advisory Team in Newtown Square, PA, to deliver comprehensive wealth management services to ultra-high-net-worth clients. Responsibilities include managing client relationships, implementing investment strategies, and providing analytical support. Ideal candidates will have a Bachelor’s degree and 7+ years of experience in wealth management. This is a hybrid position, blending in-office and remote work, and offers a range of competitive benefits. #J-18808-Ljbffr Pathstone
$60.5k - $90k
...Senior Client Relationship Associate Media, PA - Media, PA 19603 Overview Salary... ...Service Description EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $44.1 billion as... ...and Responsibilities Lead and maintain existing client relationships...SeniorFull timeTemporary workWork at officeFlexible hoursShift work$175k - $200k
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...decisions on how to marry Wilmington Trust's best thinking with the client's unique needs. Primary Responsibilities Manage Desktop... ...with Investment Advisors. May work with more complex relationships that have multiple constraints, restrictions, or considerations...SeniorWork experience placementWork at office- ...Pathstone is a growing wealth management firm... ...clear purpose: to help clients pursue their Preferred... ...services include investment advisory, as well as integrated... ...role combines client relationship support, investment implementation... ...to Associates and Senior Associates on matters...SeniorWork at officeFlexible hours
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$175k - $200k
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