Wealth Strategist
4 weeks ago
The Coury Firm is seeking a highly skilled Wealth Planner to join its Private Wealth division. As a key member of the team, you will be responsible for supporting Wealth Advisors in delivering exceptional client service and driving the delivery of wealth management and multi-family office services.
This is a unique opportunity to work with a talented team of professionals and contribute to the growth and success of the Firm.
Key Responsibilities- Collaborate with Wealth Advisors to develop and implement comprehensive wealth plans for clients.
- Provide exceptional client service and support, including coordinating workflow and ensuring timely delivery of client deliverables.
- Work closely with clients and outside advisors to deliver a holistic wealth plan that meets their objectives.
- Develop and maintain relationships with clients and external partners to drive new business development and growth.
- 5+ years of experience in wealth planning or a related field.
- CFP or Series 65/66 certification preferred.
- Exceptional communication and presentation skills.
- Ability to work collaboratively and drive workflow.
- Entrepreneurial instincts and proactive attitude.
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1 week ago
Pittsburgh, United States The Coury Firm Full timeCOMPANY OVERVIEW The Coury Firm is a privately held, multi-family office, asset management, and strategic business advisory firm focused on serving ultra-high-net-worth individuals, families, and their business interests. The Firm was founded in 1984 and is currently responsible for advising on more than $2.5 billion in client net worth. ROLE OVERVIEW The...
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Client Servicing Associate, Private Wealth
1 month ago
Pittsburgh, United States The Coury Firm Full timeCOMPANY OVERVIEW The Coury Firm is a privately held, multi-family office, asset management, and strategic business advisory firm focused on serving ultra-high-net-worth individuals, families, and their business interests. The Firm was founded in 1984 and is currently responsible for advising on more than $2.5 billion in client net worth. ROLE OVERVIEW The...
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Client Servicing Associate, Private Wealth
1 month ago
Pittsburgh, United States The Coury Firm Full timeCOMPANY OVERVIEW The Coury Firm is a privately held, multi-family office, asset management, and strategic business advisory firm focused on serving ultra-high-net-worth individuals, families, and their business interests. The Firm was founded in 1984 and is currently responsible for advising on more than $2.5 billion in client net worth. ROLE OVERVIEW The...
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Client Servicing Associate, Private Wealth
1 month ago
pittsburgh, United States The Coury Firm Full timeCOMPANY OVERVIEWThe Coury Firm is a privately held, multi-family office, asset management, and strategic business advisory firm focused on serving ultra-high-net-worth individuals, families, and their business interests. The Firm was founded in 1984 and is currently responsible for advising on more than $2.5 billion in client net worth.ROLE OVERVIEW The...
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Client Servicing Associate, Private Wealth
1 month ago
Pittsburgh, United States The Coury Firm Full timeCOMPANY OVERVIEWThe Coury Firm is a privately held, multi-family office, asset management, and strategic business advisory firm focused on serving ultra-high-net-worth individuals, families, and their business interests. The Firm was founded in 1984 and is currently responsible for advising on more than $2.5 billion in client net worth.ROLE OVERVIEW The...
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Client Servicing Associate, Private Wealth
1 month ago
Pittsburgh, United States The Coury Firm Full timeCOMPANY OVERVIEWThe Coury Firm is a privately held, multi-family office, asset management, and strategic business advisory firm focused on serving ultra-high-net-worth individuals, families, and their business interests. The Firm was founded in 1984 and is currently responsible for advising on more than $2.5 billion in client net worth.ROLE OVERVIEW The...
