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Waldron Private Wealth - Wayne, PA
posted 5 days ago
Waldron is looking to fill a Wealth Consultant position and is seeking a motivated, strategic, and competitive individual. This individual will have substantial responsibility for driving incremental revenue growth from existing clients and developing new channels to drive revenue growth. In addition, Wealth Consultants are responsible for enhancing existing relationships with high and ultra-high net worth individuals and families. Wealth Consultants deliver comprehensive financial advice to their clients by serving as the client's trusted advisor and assuring proper administration and compliance with policies, procedures, and regulations.