Manager of Wealth Strategy
Send your Resume to Larry Basilone - lbasilone@basilone.net
Our client, a Pittsburgh-based wealth management company is seeking a Wealth Strategy Manager. In this role you will serve and support key client relationships by providing high net work advising services and strategic support in tax, accounting, insurance, and investment. You will work with high profile clients.
Candidate Requirements
Bachelor’s Degree in Accounting/Finance related field
Master’s Degree is a plus
15 years of tax experience with high net worth or family office clients
Insurance knowledge is a plus
$175,000 – $250,000 + Bonus
Send your Resume to Larry Basilone - lbasilone@basilone.net
Industries/Specialties: Wealth management, financial planning, high net worth, client relationship building, financial advising, investments, banking, tax