Senior Wealth Advisor

JFC Staffing Companies; Carlisle (Cumberland County); On-site; USD 100,000 - 120,000; Full time

Job summary

Join a well-established firm as a Senior Wealth Advisor where you can manage a robust client base and contribute to long-term financial planning. This role offers significant growth potential, mentorship, and a supportive leadership team emphasizing work-life balance and client-focused service.

Benefits

Competitive salary with potential for additional compensation

401(k) match

Flexible time off

Family-friendly environment

Mentorship from leadership team

Qualifications

• 7+ years in wealth management or financial advisory roles.
• Strong background in financial planning, retirement planning, and client management.
• Passion for helping clients achieve financial goals.

Responsibilities

• Serve as lead advisor for client portfolios, providing comprehensive financial advice.
• Collaborate with leadership on client relationships and strategic planning.
• Offer mentorship to junior advisors while focusing on client satisfaction.

Skills

Financial planning

Client relationship management

Investment management

Retirement planning

Education

Series 65 certification

CFP designation

CPA designation

Job description

Job Overview for Senior Wealth Advisor

Are you an experienced wealth advisor looking for a new opportunity to grow your career and make a lasting impact? Join a well-established, family-oriented firm as a Senior Wealth Advisor, where you'll have the chance to manage a strong client base and work closely with the leadership team. This is a salaried position with potential for additional compensation based on client growth. Whether you are earlier in your career and eager to take on more responsibility or an experienced advisor looking to manage existing clients, this role offers significant growth potential, mentorship, and a chance to shape your future in the industry.

Requirements:

• 7+ years of experience in wealth management or financial advisory roles
• Series 65 required, CFP designation strongly preferred; CPA a plus
• Strong background in financial planning, retirement planning, investment management, and client relationship management
• A genuine passion for helping clients achieve their financial goals and a long-term, relationship-focused approach to advising
• Ability to work independently and as part of a team in a collaborative, family-friendly environment
• development

Perks & Benefits:

• Competitive salary of $100-120K based on experience, with potential for additional compensation
• 401(k) match
• Flexible time off—take the time you need when you need it
• A family-friendly environment that emphasizes work-life balance and client outcomes over sales production
• Opportunity to work with a supportive leadership team focused on long-term growth and mentorship

Duties & Responsibilities:

• Serve as the lead advisor for a portfolio of clients, providing comprehensive financial planning, wealth management, and investment advice
• Work closely with the leadership team to manage and grow client relationships, ensuring the highest level of service and client satisfaction
• Collaborate on strategic planning for client portfolios, tax strategies, retirement planning, and estate planning
• Offer mentorship and guidance to junior advisors, supporting their professional growth and development
• Maintain and deepen client relationships by providing personalized financial advice, ensuring clients’ goals are met with long-term strategies
• Participate in business development initiatives when appropriate, but client relationship management is the primary focus
• Foster a client-centric culture within the firm, emphasizing trust, long-term planning, and financial security

If you’re looking for an opportunity to join a team that values long-term relationships, client care, and work-life balance, we encourage you to apply for the Senior Wealth Advisor position today. Take the next step in your career and become part of a firm that’s dedicated to both your professional growth and your clients' financial well-being.