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Lead Wealth Planning Strategist & Client Advisor
Job in
Wayne, Delaware County, Pennsylvania, 19087, USA
Listed on 2026-05-22
Listing for:
Waldron Private Wealth
Full Time
position Listed on 2026-05-22
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Waldron Private Wealth is seeking a Wealth Planning Strategist in Wayne, Pennsylvania. The successful candidate will manage the financial planning process for clients with revenues between $2MM to $8MM, ensuring exceptional service and generating innovative investment ideas.
Qualified candidates will hold a Bachelor’s Degree in finance and have at least three years of relevant experience. The position requires strong relationship management skills and the ability to collaborate with various stakeholders.
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