Pitcairn's innovative Shared Single-Family Office model provides unparalleled service to wealthy families and other family offices. Since the firm's founding in 1923, Pitcairn has helped ultra-high-net-worth families and its members navigate the individual, interpersonal, and institutional challenges that come with wealth. We understand multigenerational family wealth in a way that few other wealth advisory firms do. Our comprehensive family office services include investment advisory, tax, trust and estate planning, risk management, philanthropy, household-level financial services as well as family education and family governance support.
PRIMARY FUNCTION: Participate as a member of a client segment group to support Relationship Managers in all aspects of the financial planning process for ultra-high net worth client families and single-family office clients.
RESPONSIBILITIES:
EDUCATION/EXPERIENCE: Bachelor's Degree in Accounting, Finance, Economics, or other Social Sciences field with a minimum of 2 years of experience in a client-focused professional services organization. Excellent computer skills (Microsoft Word, outlook, Excel, Power-Point) and familiarity with financial analysis applications.
CERTIFICATIONS:
N/A Perfect opportunity for a candidate with the desire to obtain the CERTIFIED FINANCIAL PLANNER (CFP) designation.
DESIRABLE ATTRIBUTES:
Successful candidates will possess a broad range of skills including:
Family Wealth Analyst • Conshohocken, PA, United States
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