Senior Wealth Advisor

JFC Staffing Companies; Carlisle (Cumberland County); On-site; USD 150,000 - 230,000; Full time

Benefits offered by this job

Flexible salary options

3% 401(k) matching

Flexible PTO

Job summary

We’re partnering with a respected wealth management firm seeking a Senior Wealth Advisor to deliver tailored financial solutions for high-net-worth clients. You’ll lead client engagements and shape comprehensive plans that address estate, tax, and retirement goals.

The role requires CFP designation, Series 65, and a proven 10+ year track record in advisory; mentoring junior advisors and driving firm growth are key aspects of this position.

Qualifications

• Over 10 years of advisory experience within the investment industry.
• CFP designation required; CPA is a plus.
• Active Series 65 license or equivalent.
• Exceptional interpersonal skills and a client-centric approach.
• Proficiency with financial planning software and office programs.
• Strong organizational abilities and a growth mindset.

Responsibilities

• Lead comprehensive client meetings, providing tailored financial solutions
• Manage and deepen relationships with a robust book of high-net-worth clients
• Conduct complex planning in areas such as estate, tax, and retirement strategies
• Mentor junior advisors and contribute to team development
• Identify new business opportunities and support firm growth initiatives
• Collaborate with colleagues to improve onboarding, review processes, and service delivery
• Stay current on industry trends to refine advisory techniques

Skills

Advisory experience 10+ years

Interpersonal skills

Client-centric approach

Organizational abilities

Growth mindset

Education

CFP designation

Series 65 license

CPA designation (plus)

Tools

Financial planning software

Office programs

Job description

We’re working on behalf of a respected wealth management firm seeking a Senior Wealth Advisor ready to make a meaningful impact for high-net-worth clients. If you thrive in client-focused roles, enjoy building trusted relationships, and have a strong background in complex financial planning, this opportunity could be your next rewarding chapter. Join a growing team that values personalized service and long-term success, where your expertise will directly influence clients’ financial futures.

Key Qualifications:

• Over 10 years of advisory experience within the investment industry
• CFP designation required; CPA is a plus
• Active Series 65 license or equivalent
• Exceptional interpersonal skills and a client-centric approach
• Proficiency with financial planning software and office programs
• Strong organizational abilities and a growth mindset

Main Responsibilities:

• Lead comprehensive client meetings, providing tailored financial solutions
• Manage and deepen relationships with a robust book of high-net-worth clients
• Conduct complex planning in areas such as estate, tax, and retirement strategies
• Mentor junior advisors and contribute to team development
• Identify new business opportunities and support firm growth initiatives
• Collaborate with colleagues to improve onboarding, review processes, and service delivery
• Stay current on industry trends to refine advisory techniques

Perks & Benefits:

• Competitive salary with flexible options based on experience and client books
• 3% 401(k) matching
• Flexible PTO, typically including an annual close around the holidays

If you’re driven to provide outstanding service and eager to play a vital role in a thriving, client-focused environment, we want to hear from you.