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Senior Wealth Advisor UHNW Families & Estates
Job in
Plymouth Meeting, Montgomery County, Pennsylvania, 19462, USA
Listed on 2026-02-06
Listing for:
Legacy Advisors
Full Time
position Listed on 2026-02-06
Job specializations:
-
Finance & Banking
Financial Consultant
Job Description & How to Apply Below
A premier Wealth Management firm located in Plymouth Meeting is seeking an experienced Financial Advisor who thrives in a collaborative environment. The ideal candidate should have over 5 years of experience, strong communication skills, and a passion for client success. Responsibilities include building relationships with ultra-high-net-worth families, integrating investment management and estate planning. The firm provides comprehensive support and a culture that emphasizes integrity and teamwork.
Benefits include medical coverage, 401(k) plan, and paid time off.
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Position Requirements
10+ Years
work experience
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