JOB DESCRIPTION

Job #: 6057
Title: Wealth Planner
Job Location: Pittsburgh, Pennsylvania - United States
Employment Type:
Salary: $70,000.00 - $100,000.00 - US Dollars - Yearly
Employer Will Recruit From: Nationwide
Relocation Paid?: Negotiable

WHY IS THIS A GREAT OPPORTUNITY?


Wealth Planner - Pittsburgh PA - Boutique Multi-Family Office

Well established, growing Multi Family Office in Pittsburgh, PA seeks a Wealth Planner to provide sophisticated and strategic wealth management solutions to high net worth clientele and ultra high net worth clientele (2mm-300mm+).

The Firm offers integrated wealth management services inclusive of financial planning, investment management, income tax planning, trust and estate guidance, family office support, intergenerational planning, strategic business advisory, and concierge services.

  • Firm has a history of retaining and promoting top talent and this role offers several career tracks including the opportunity for advancement into a Lead Relationship Manager role.
  • This is not a sales role; there are no new business development goals.
  • The firm offers a collegial environment with work life balance and an excellent benefits package.

JOB DESCRIPTION

The Wealth Planner will provide sophisticated and strategic wealth management solutions to high net worth clientele and ultra high net worth clientele (2mm-300mm+).

QUALIFICATIONS

5-20 years of planning experience. CFP preferred.

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