Wealth Advisor/Portfolio Manager
Financial Planner Recruiting, LLC
George School, Bucks County$97,261 - $97,261 est.Full-timePosted 7h ago
Job Description: Our client is located in Greater Philadelphia, PA. They are seeking a Wealth Advisor/Portfolio Manager to join their team. This person will manage client portfolios including financial planning, investments, compliance, and problem resolution. Essential Responsibilities: Provides service to Wealth Management clients in a timely and professional manner. Defines client objectives; designs and implements portfolios; purchases and sells securities; prepares and performs asset revie…
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