senior wealth advisor in lancaster

posted
contact
adam fisher, tatum executive services
job type
permanent
salary
US$ 160,000 - US$ 200,000 per year
apply now

job details

posted
location
lancaster, pennsylvania
job category
Financial Services
job type
permanent
working hours
8 to 5
salary
US$ 160,000 - US$ 200,000 per year
experience
8 Years
reference number
504267
contact
adam fisher, tatum executive services
phone
717-945-6950

job description

job summary:

Senior Wealth Advisor - $160,000 to $200,000 plus bonus

Senior Wealth Advisor for one of the country's most highly regarded firms.

This role is open based upon the recent promotion of the incumbent - who our firm placed in 2015.

Our client works a HYBRID schedule in which employees may work up to 3 to 4 days remotely. This position would travel to meet clients 10-15% annually (not full weeks but probably 20 to 30 days a year).

This is NOT a sales role. The Senior Wealth Advisor will very quickly assume management of some of the firm's most significant clients / investment relationships

Based on the volume of resumes we receive on a daily basis, our firm will only respond to local candidates who meet this criteria.

E-mail

adam.fisher@tatum-us.com

 
location: Lancaster, Pennsylvania
job type: Permanent
salary: $160,000 - 200,000 per year
work hours: 8 to 5
education: Bachelor's degree
experience: 8 Years
 
responsibilities:
  • Experience in portfolio management for high net-worth individuals and / or families
  • Experience in developing investment plans for high net-worth individuals and / or families with sophisticated wealth planning strategies and techniques
  • Strong and broad based knowledge of financial markets
  • Excellent analytical and communication skills
  • Strong client relationship and interpersonal skills
 
qualifications:
  • Bachelor's Degree REQUIRED
  • Certified Financial Planner (CFP) REQUIRED
  • CTFA or CFA preferred but NOT required
  • Minimum of 8 years of experience managing private client portfolios
 
skills: Certified Financial Planner

Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.At Randstad, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact HRsupport@randstadusa.com.



For certain assignments, Covid-19 vaccination and/or testing may be required by Randstad's client or applicable federal mandate, subject to approved medical or religious accommodations. Carefully review the job posting for details on vaccine/testing requirements or ask your Randstad representative for more information