About this opportunity
Onewell lists this Senior Wealth Strategy & Client Experience Lead opportunity in princeton, New Jersey. Review the employer’s description below for duties, qualifications and application requirements.
Job description
OneWell seeks a Wealth Strategist to serve as a senior advisor partner and day-to-day owner of the client experience for high-net-worth families. You will own planning, coordination, and execution across prospecting and ongoing service phases, acting as the central contact for clients and their advisory ecosystem.
This senior, client-facing role prioritizes ownership, cross-stakeholder coordination, and proactive delivery of integrated, tax-aware planning while driving advisor leverage and
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Worksite address
princeton, NJ, 08543, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.