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Wealth Advisor Client-Centric, Team-Driven

Job in Berwyn, Chester County, Pennsylvania, 19312, USA
Listing for: Sequoia Financial Group
Full Time position
Listed on 2026-02-06
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Position: Wealth Advisor - Growth, Client-Centric, Team-Driven
Location: Berwyn

A leading financial services firm in Pennsylvania is seeking a Financial Advisor to manage client engagements, provide financial planning advice, and maintain strong client relationships. The ideal candidate will hold a Bachelor's degree in Finance or Economics, possess relevant certifications like CFP, and have excellent communication and organizational skills. This role involves collaborating closely with teams and utilizing Salesforce for client management.

Competitive compensation and opportunities for growth are offered.
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