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Emerging Wealth Advisor Client Leadership
Job in
Wayne, Delaware County, Pennsylvania, 19087, USA
Listed on 2026-07-16
Listing for:
Corient
Full Time
position Listed on 2026-07-16
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Corient in Wayne, Pennsylvania seeks a dedicated professional to support Wealth Advisors in delivering top-notch services to clients. The role involves preparing financial plans, mentoring others, and developing client relationships.
The ideal candidate will have a Bachelor’s degree, 3-6 years of relevant experience, and must possess a CFP or CFA designation. Technology experience with Salesforce and Portfolio Accounting Software is highly preferred.
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