Senior Wealth Manager (HYBRID work schedule) - $200,000 to $240,000 plus bonus
An investment firm in Lancaster County seeks a Senior Wealth Manager. This is a newly created role based on the firm's continued growth. Our client seeks an experienced investment professional to provide wealth management advice and service to private clients.
Our client seeks a candidate with a minimum of 15 years of experience developing investment plans for high net worth individuals and families. The preferred candidate will have a strong depth and breadth of portfolio management and asset allocation experience.
Bachelor's Degree with a minimum of 15 years of experience is required. A candidate with her / his Certified Financial Planner (CFP) designation is preferred.