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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

Vacancy posted 1 day ago
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