PB
PBridge

Wealth Manager

focusfinancialpartnersIndependence, United StatesPosted 30+ days ago
Salary
USD 150,000–250,000 / year
Level
manager
Experience
18+ years

About the role

Fairway Wealth Management is an independent wealth management firm helping successful families bring structure, foresight, and accountability to complex financial lives. Serving as a personal CFO for its clients, Fairway coordinates investment strategy, tax planning, cash flow, estate and philanthropic priorities, risk…

Full details and requirements are on the company's own posting.

Have PBridge apply for me

Listing sourced from the employer's own careers page via greenhouse. Removed automatically once the employer closes it. Employer: if you'd like this listing removed, email hello@pbridgeco.com.