Senior Wealth Advisor

Senior Wealth Advisor

2B+ Independent Wealth Management Firm
Published
May 19, 2020
Location
Philadelphia Region, United States

Description

Senior Wealth Advisor

2B+ Independent Wealth Management Firm

Philadelphia Region

 

Overview
Multi-Billion Dollar Independent Wealth Management Firm in the Greater Philadelphia Region seeks a Senior Wealth Advisor to inherit a book of high net worth clientele from two retiring partners.
Advise high net worth clientele with regards to financial planning, cash flow analysis, retirement planning, asset allocation, portfolio construction, estate and wealth transfer planning, tax planning, and executive compensation plans

● Collaborative, team based culture with extensive financial planning and investment management support, an internal high net worth tax team, and high touch client service
● Partner with the internal colleagues and outside advisors to close and
onboard prospective clients
● Competitive base salary, profit and performance based bonuses, and
opportunity for partnership and near term equity ownership. Excellent
benefits.

 

Requirements
● Advanced designation such as CFP, CPA, JD or CFA required
● Strong technical planning skills for high net worth clientele
● Track record of sourcing new business from external channels

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