Hello,
I am with BCI and was curious if you or someone from your network might be interested in this opportunity:
Title: Wealth Counselor (893-001)
Location: Pittsburgh, PA Area
Compensation: Generous six figure base salary + significant incentives
Summary/Responsibilities:
Boutique wealth management firm/multi-family office serving ultra-high net worth clientele seeks a professional to join their highly successful team with a clear focus on concierge client service and business development. This includes attending conferences and networking with accountants specializing in high net worth clients. Wealth Manager position will serve as the primary point of contact for client relationships in either Multi-family Office or wealth management setting.
Requirements:
10-15 years of industry experience
CPA/JD/CFP preferred, but not required
Strong wealth management experience, ultra-high net worth experience preferred
If you are interested in these openings, please email a copy of your resume as an MS Word attachment.
Thank you,
Zach Stierhoff
BCI - Financial Services Recruiting
10 S. Wacker Dr., Suite 1250
Chicago, IL 60606
312-460-8111 x102
zach@brokerageconsultants.com
www.brokerageconsultants.com
I am with BCI and was curious if you or someone from your network might be interested in this opportunity:
Title: Wealth Counselor (893-001)
Location: Pittsburgh, PA Area
Compensation: Generous six figure base salary + significant incentives
Summary/Responsibilities:
Boutique wealth management firm/multi-family office serving ultra-high net worth clientele seeks a professional to join their highly successful team with a clear focus on concierge client service and business development. This includes attending conferences and networking with accountants specializing in high net worth clients. Wealth Manager position will serve as the primary point of contact for client relationships in either Multi-family Office or wealth management setting.
Requirements:
10-15 years of industry experience
CPA/JD/CFP preferred, but not required
Strong wealth management experience, ultra-high net worth experience preferred
If you are interested in these openings, please email a copy of your resume as an MS Word attachment.
Thank you,
Zach Stierhoff
BCI - Financial Services Recruiting
10 S. Wacker Dr., Suite 1250
Chicago, IL 60606
312-460-8111 x102
zach@brokerageconsultants.com
www.brokerageconsultants.com
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