Senior Private Wealth Advisor, Practice Lead - Philly region

The Ideal candidate

Lives in the Philadelphia area
Excited to meet with clients in person

What You Will Do

• Serve as the lead advisor within a dedicated client team
• Provide a first-in-class client experience
• Engage in comprehensive relationship management
• Retain and grow assets under management
• Act as liaison between clients and internal groups
• Explain and implement investment strategies
• Collaborate with Financial Planning Specialists
• Coordinate with advisory team and stakeholders
• Delegate, coach, and develop colleagues
• Travel to meet clients

What You Will Bring

• 10+ years related work experience
• Knowledgeable, professional demeanor
• Advanced knowledge of wealth management strategies
• Excellent verbal and written communication skills
• Strong interpersonal skills
• Detail-oriented
• Ability to manage multiple tasks simultaneously
• Proactive self-starter
• Strong situational awareness and contextual thinking
• Strong organizational and presentation skills
• Ability to deliver effective client consultations
• Experience with high-net-worth clients
• Complicated planning and NPS
• Client retention
• Bachelor’s degree in business or related discipline
• FINRA Series 65 required
• CFP preferred

What we offer you

• Medical, dental, vision and life insurance
• Roth 401(k) plan with generous company matching contributions
• Tuition reimbursement
• Business-casual environment
• Generous paid time off
• Paid volunteer time
• Leave of absence programs
• Business Resource Groups (BRGs)

Pay

$114,000.00 - $165,300.00

Schedule

Remote - Must reside within territory