Senior Wealth Manager Job at Tatum by Randstad, Downingtown, PA

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  • Tatum by Randstad
  • Downingtown, PA

Job Description

Senior Wealth Manager (HYBRID work schedule) - $200,000 to $250,000 plus bonus

An investment firm that works with ultra high net worth clients and has multiple offices across southeastern Pennsylvania seeks a Senior Wealth Manager.

This is a newly created role based on the firm’s continued growth. Our client seeks an experienced investment professional to provide wealth management advice and service to private clients.

Our client seeks a candidate with a minimum of 20 years of experience developing investment plans for high net worth individuals and families. The preferred candidate will have a strong depth and breadth of portfolio management and asset allocation experience.

Bachelor’s Degree with a minimum of 20 years of experience is required. A candidate with her / his Certified Financial Planner (CFP) designation is preferred.

adam.fisher@tatum-us.com

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