Private Wealth Advisor

JCW; Philadelphia (Philadelphia County); On-site; USD 75,000 - 125,000; Full time

Job summary

A well-established financial institution seeks a Wealth Advisor to join its wealth management team in Philadelphia. This role focuses on delivering customized portfolio solutions and financial planning services to high-net-worth clients. Ideal candidates will have strong interpersonal skills and experience in asset allocation and regulatory compliance.

Qualifications

• 3+ years experience in wealth management or investment advisory.
• Client-first mindset with strong relationship-building skills.
• Active pursuit of CFP or CFA certification is required.

Responsibilities

• Design and manage client investment portfolios based on individual goals.
• Serve as primary contact for HNW/UHNW clients, ensuring satisfaction.
• Stay current on market trends to inform investment decisions.

Skills

Interpersonal skills

Financial planning

Asset allocation

Regulatory compliance

Education

Bachelor’s degree in Finance, Economics, Business, or related field

CFP or CFA designation

Job description

2 weeks ago Be among the first 25 applicants

This range is provided by JCW. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

A well-established financial institution is seeking a Wealth Advisor to join its growing wealth management team. This role focuses on delivering customized portfolio solutions and financial planning services to high-net-worth clients, trust accounts, and multigenerational families.

If you're a relationship-driven investment professional who enjoys building long-term client trust and has a strong background in asset allocation, financial planning, and regulatory compliance — this could be a great fit.

Responsibilities:

• Design and manage client investment portfolios in alignment with goals, risk tolerance, and estate planning needs
• Serve as the primary point of contact for HNW/UHNW clients
• Prepare periodic investment reviews and client-ready reports
• Stay current on market trends and economic developments to inform asset allocation decisions
• Ensure all activities comply with banking regulations and internal risk policies
• Participate in client meetings, presentations, and community engagement events as needed

Qualifications

• Bachelor’s degree in Finance, Economics, Business, or related field
• CFP or CFA designation required (or in active pursuit)
• 3+ years of experience in wealth management, investment advisory, or trust services
• Strong interpersonal skills and a client-first mindset
• Financial planning experience

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance

• Industries

  Investment Management

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