Senior Wealth Advisor

Senior Wealth Advisor

Fee-Only Wealth Management Firm
Published
March 17, 2021
Location
Greater Philadelphia Region, United States

Description

Senior Wealth Advisor

Fee-Only Wealth Management Firm

Greater Philadelphia Region

 

Overview
Fast growing and dynamic Fee-Only Wealth Management Firm seeks a Senior Wealth Advisor in the Philadelphia Region to manage relationships with high net worth clientele. Not a Business Development role. No portable book required.

 

Highlights

  • Advise clientele with regards to tax planning, financial planning, cash flow analysis, retirement planning, asset allocation, portfolio construction and estate and wealth transfer planning.
  • Collaborative culture the leads with financial planning, offering an
    outsourced, high-touch family office style to high net worth clientele
  • Competitive base salary, profit and performance-based bonuses, and opportunity for equity ownership via a clear succession plan already in place

 

Requirements

  • Strong technical planning skills required including
    ○ The ability to read and interpret tax returns
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