Wealth Advisory Manager

Send your Resume to Larry Basilone - lbasilone@basilone.net

Our client, a small, Pittsburgh-based wealth advisory firm is seeking a new team member. Join this company and work with high net worth clients assisting in financial and investment decisions. You will also be responsible for guiding the staff and managing complex relationships between the firm and clients.

Candidate Requirements

• Bachelor’s Degree in related background required

• Master’s Degree is a plus

• 15+ years in client facing role

• Previous experience with high-net worth candidates required

• Prior experience supervising teams is required, sales team supervision experience is a plus

$150,000 - $200,000 + Bonus

Send your Resume to Larry Basilone - lbasilone@basilone.net

Industries/Specialties: Wealth advisory, high net worth clients, finance, investments, leadership, client relationships, sales, financial advising