Waldron Private Wealth is seeking a Wealth Planning Strategist to engage with senior team members in developing Wealth Planning Services for Ultra-High-Net Worth clients. The role involves managing client relationships, supporting the planning team's needs, and innovating technology solutions.Candidates must have a Bachelor's degree in finance and a minimum of five years of relevant experience. The role requires both strategic insight and operational efficiency in wealth planning.#J-18808-Ljbffr
| Location | Brockton, MA |