About this role
Senior Client Advisor at Pathstone. Location: Newtown Square, Pennsylvania, United States. Role: advising clients, implementing investments, preparing reports Requirements: Bachelor's in business/finance required, 7+ years wealth management experience, strong analytical and client relationship skills, Microsoft Office/Excel and Salesforce proficiency; CFP/CFA preferred. Category: Finance and Accounting Seniority: Senior Level Tools: Microsoft Office, Microsoft Excel, Salesforce Certifications: cfp, cfa Commitment: Full Time Workplace: Hybrid Languages: English