OneWell in Princeton, New Jersey seeks a Wealth Strategist to serve as a senior advisor partner and day-to-day owner of the client experience for its ultra-high-net-worth families. The role coordinates planning, onboarding, and ongoing service across prospecting and relationship phases, creating leverage for senior advisors.
As the central point of contact for clients and their advisory ecosystem, you will ensure fully integrated, proactive, and responsive guidance.
#J-18808-LjbffrSenior Wealth Strategy Partner in princeton at Unknown Company
This position is listed as full time and onsite.