Senior Client Advisor

Key Responsibilities

• Manage and maintain multiple client relationships, in both a primary and support capacity with the goal of becoming the trusted advisor for our client families.
• Serve as a primary point of contact for client inquiries, responding via phone, video, and in-person meetings with professionalism and responsiveness.
• Proactively identify and address client needs while maintaining a high standard of service.
• Partner with our wealth planning team (when applicable) to ensure clients’ income tax, estate, and philanthropic plans are executed.
• Prepare and maintain client balance sheet and data aggregation (when applicable).
• Sources and supports the team in identifying and pitching new potential clients.
• Work with our wealth planning and tax teams on pre-transaction tax mitigation strategies and concentrated position management (when applicable).

Qualifications

• Bachelor’s degree in business, finance, accounting, economics, or a related field required.
• Completion of advanced degree or certification CFP, CFA, MBA, or JD strongly preferred.
• 7 – 10+ years of experience in wealth management or financial advisory required with demonstrated client engagement experience.

Professional Attributes

• Strong analytical, quantitative, and problem-solving skills.
• Solid proficiency in Microsoft Office, particularly Excel. Salesforce experience preferred.
• Comfortable communicating with clients and their professional advisors regarding investments, high-level estate planning items, investment and financial markets, and high-level tax planning items.
• Foundational knowledge of investments, including mutual funds, separately managed accounts, and alternative investments.
• Demonstrated initiative, professionalism, and the ability to prioritize competing demands.
• Excellent verbal and written communication skills.
• Motivated to learn, grow, and assume increasing responsibility over time.

Benefits

• Comprehensive medical, vision, and dental coverage.
• Flexible spending options.
• Flexible PTO.
• Life insurance.
• Education support.
• A 401(k) plan.
• Parenthood leave.

Pay & Schedule

This role is based in our Newtown Square, PA location. The office provides wealthy individuals and families with highly informed and customized investment advice and a disciplined framework for making financial decisions. The office serves approximately 250 families and manages $22 billion of assets under advisement. This position operates within a hybrid work arrangement.