Senior Wealth Advisor
$250,000–$250,000 year
On-site · Philadelphia, Pennsylvania, United States
Philadelphia, Pennsylvania, United StatesOn-siteFull Time$250,000–$250,000 yearSenior LevelNot SpecifiedSmall
Type
Full Time
Level
Senior Level
Education
Not Specified
Company size
Small
Job Summary
Lead wealth advisor role serving a select group of high net worth and ultra high net worth clients with comprehensive wealth management duties including tax and estate planning, financial planning, asset allocation, cash flow analysis, retirement planning, and investment management. Reports as the lead advisor in a fast-growing East Coast region within a National RIA, with a compensation package of $250,000+ and a clear track to partnership.
Required Qualifications
- Solid high net worth tax background with the ability to field complex tax planning related questions with confidence
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