Senior Client Advisory Director, Wealth Management
Pathstone
Pathstone in Winter Park, FL seeks an experienced wealth advisory professional to support Directors and Managing Directors in delivering comprehensive wealth management for ultra-high-net-worth clients. This role blends client relationship support, investment implementation, and analytical duties to a growing advisory platform. You will prepare analyses, assist with portfolio reviews, and collaborate with planning and tax teams while developing broader client engagement and business development #J-18808-Ljbffr Pathstone
Vacancy posted 2 days ago
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