Senior Wealth Advisor to UHNW Families
Pathstone Welcomes Crestone Capital LLC
Pathstone Welcomes Crestone Capital LLC is looking for a key member of the Client Advisory Team based in Newtown Square, PA. This role supports Directors in delivering comprehensive wealth management services to ultra-high-net-worth clients, managing relationships, overseeing investment implementations, and conducting analysis. The position requires substantial experience in wealth management, client engagement, and strong analytical skills. It offers a hybrid work arrangement and the chance to contribute significantly to client service excellence. #J-18808-Ljbffr Pathstone Welcomes Crestone Capital LLC
Vacancy posted 1 day ago
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