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Wealth Strategist
Job in
Allentown, Lehigh County, Pennsylvania, 18103, USA
Listed on 2026-07-26
Listing for:
Leah Yosef International
Full Time
position Listed on 2026-07-26
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Independent Multi-Family Office seeks a Wealth Planning Strategist to provide complex estate and tax planning advice and overall wealth management solutions to a select group of ultra high-net-worth clientele.
Highlights
- Serve as the Wealth Planning Strategist for ultra high net worth clientele (10M-500M+ level clientele)
- Firm has a track record with a track record of developing and promoting The talent; excellent opportunity for advancement
- Strong culture of independent thought and quality of life
- Competitive base salary, profit and performance-based bonuses, excellent benefits
- $125,000 - $150,000+ compensation package
Requirements
- CFP or other advanced designation, such as CPA, CFA level 2 or JD
- 4+ years of wealth management experience
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