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Senior Wealth Strategist High-Net-Worth Clients
Job in
King of Prussia, Montgomery County, Pennsylvania, 19406, USA
Listed on 2026-02-01
Listing for:
Elite Income Advisors
Full Time
position Listed on 2026-02-01
Job specializations:
-
Finance & Banking
Financial Consultant
Job Description & How to Apply Below
A financial advisory firm is seeking an experienced Chief Wealth Strategist to offer strategic financial guidance and customized investment solutions in King of Prussia, PA. The ideal candidate will have strong interpersonal skills and financial acumen, building relationships with clients and analyzing their financial needs. Responsibilities include managing a team, monitoring client portfolios, and navigating complex financial decisions. Excellent analytical and communication skills are essential, along with required FINRA Series 65 and a relevant degree.
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Position Requirements
10+ Years
work experience
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