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Senior Wealth Manager
Job in
Upper Darby, Delaware County, Pennsylvania, 19082, USA
Listed on 2026-08-01
Listing for:
Leah Yosef International
Full Time
position Listed on 2026-08-01
Job specializations:
-
Finance & Banking
Wealth Management, Portfolio & Asset Management
Job Description & How to Apply Below
Leading National RIA seeks a Senior Wealth Manager to join the fastest growing region on the East Coast, currently at 2B AUM, with 100m+ annual growth opportunities from custodial referral channels.
Highlights
- Serve as the Lead Wealth Advisor to a select group of high net worth and ultra high net worth clientele
- Advise clients with regards to comprehensive wealth management including tax and estate planning, financial planning, asset allocation, cash flow analysis, retirement planning and investment management
- $250,000k+ compensation package including above market revenue based payouts and clear track to partnership
Requirements
- Solid high net worth tax background with the ability to field complex tax planning related questions with confidence
Position Requirements
10+ Years
work experience
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