The Opportunity ***Philadelphia- must be in that Market The Wealth Director will be responsible for procuring new clients for the firm. The firm ranks among the nation’s leading wealth managers with experience in investment management, wealth and estate planning, private banking, global custody and information reporting. The position is responsible for developing relationships and serving as the investment liaison for their clientele. The Wealth Director will work closely with new clients while utilizing the resources and expertise from within this sophisticated organization. The firm offers their clients flexible, creative and innovative services designed to provide customized solutions across generations. This represents significant opportunity to join and impact a progressive growing organization committed to being the best investment advisory firm for their targeted clientele.