Senior Financial Advisor - Philadelphia

Be a strategist. Be a guide. Be the difference. Money is personal. At its best, financial advice changes lives. As a Senior Financial Advisor, you won’t just manage portfolios; you’ll help families retire with confidence, entrepreneurs turn success into security, and communities build generational wealth. This role is designed for a seasoned advisor who excels in building lasting relationships, delivering sophisticated planning, and creating meaningful impact for clients.

Responsibilities

• Translate life goals into actionable strategies across investments, retirement, tax, estate, insurance, and legacy planning.
• Own long-term relationships with high-value clients and guide them through every stage of wealth.
• Expand your book through referrals, partnerships, and deep roots in the communities served.
• Collaborate with branch partners, lending, insurance, and business banking to deliver full-picture solutions.
• Provide steady guidance and expertise through changing markets, life transitions, and major financial decisions.
• Serve as a mentor and thought partner to clients and teammates alike.

What Success Looks Like

• Clients see you as their first call for any financial decision or life change.
• Your book grows through loyalty, referrals, and trust.
• Financial plans become personalized strategies aligned with clients’ values, not static documents.
• Junior advisors seek you out for insight and coaching.
• You elevate both client outcomes and the advisor practice.

Requirements

• 5+ years in financial advisory or wealth management roles.
• Active securities licensing (Series 7 & 66 or equivalent).
• CFP®, CFA®, ChFC®, or similar designation strongly preferred.
• Proven success growing and retaining a book of business.
• Deep experience in holistic financial planning.
• A collaborative mindset and a natural coaching presence.

About You

• An experienced advisor who combines expertise with genuine care for clients.
• A clear and confident communicator who makes complex strategies simple and actionable.
• A relationship builder who values trust and long-term partnerships over transactions.
• A strategic thinker who thrives on creating personalized plans while enjoying meaningful client conversations.
• A fiduciary professional committed to the highest standards of integrity and client-first service.

Benefits

• A platform built for sophisticated planning and long-term relationships.
• Competitive compensation with strong growth upside.
• Marketing, operational, and leadership support.
• Access to modern planning and portfolio tools.
• The opportunity to shape the future of our advisory practice.