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© All Rights Reserved. ApplyBlast.com
Priano Solutions
Our Client is seeking a Wealth Planner to execute a comprehensive financial planning process, including analysis, client deliverables, and value-added idea generation. The role involves creating and maintaining financial planning documents, supporting the Advisory Team with client meeting preparations, and conducting due diligence on investment and wealth planning topics. This position requires managing client relationships for portfolios ranging from $2MM to $8MM in recurring revenue.
Priano Solutions is a Pittsburgh-based financial services recruiting firm focused exclusively on connecting wealth management firms, accounting practices, and financial services companies with top-tier talent. Founded by Tony Priano, the firm specializes in sourcing passive candidates — high-performing professionals who aren't actively job searching — through deep industry relationships and niche market expertise. Priano Solutions offers flexible engagement models including retained search, embedded recruiting, recruitment marketing, and flex staffing, serving clients locally in Pittsburgh and nationally.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Priano Solutions.
Priano Solutions didn’t post a salary, so this is our estimate from similar listings.
34% above the average for this role