About this role
Management Associate, Wealth Advisory at Glenmede. Location: Philadelphia, Pennsylvania, United States. Role: assisting clients, managing accounts, preparing presentations Requirements: Bachelor's in accounting/finance required; 1-3 years financial services experience in a fiduciary environment; knowledge of trust administration, financial planning, CRM systems; advanced Microsoft Office skills. Category: Finance and Accounting Seniority: Entry Level Tools: Global Plus, Salesforce, Wealth View, Microsoft Office Certifications: ctfa, cfp Commitment: Full Time Workplace: Hybrid Languages: English