Wealth Advisor - Hightower Signature Wealth
$100,000–$110,000 year
On-site · Philadelphia, Pennsylvania, United States
Job Summary
Wealth Advisor needed in the Philadelphia area to own and manage long-term client relationships for high-net-worth clients within Hightower Signature Wealth. The role targets complex financial planning incorporating tax planning, investment strategy, estate considerations, retirement planning, and risk management. Responsibilities include leading in-person and virtual client reviews, coordinating with internal teams (investment, planning, tax), collaborating with referral partners (CPAs, estate attorneys), maintaining high client retention through proactive communication and thorough follow-through, and upholding regulatory and fiduciary duties. The role emphasizes relationship ownership, client-centric service, and long-term planning outcomes, reporting to the Director. Background as an experienced financial services professional with licenses, credentials, and a track record with sophisticated clients is required.
Required Qualifications
- 5 or more years of continued licensed experience as a financial services professional
- Active security licenses (Series 65 or 66 required)
- One or more of the following credentials required: CFP®, CPA, CFA, and Juris Doctor (JD)
- Clean U4 compliance record
- Bachelor's degree required, graduate-degree preferred
- Experience working with high-net-worth or ultra-high-net-worth clients strongly preferred
- Background check and SAN/WAS acceptance requirements
Apply with one swipe on Sorce. We auto-fill applications and apply on your behalf — no cover letters, no 40-minute forms.
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.