Senior Wealth Advisor for Ultra-High-Net-Worth | Hybrid

Vanguard; Malvern (Chester County); Hybrid; USD 90,000 - 120,000; Full time

Benefits offered by this job

Competitive salary

Performance bonuses

Merit-based salary increases

Comprehensive benefits package

Job summary

A leading financial services firm is seeking experienced Wealth Advisors to provide tailored financial strategies for Ultra High Net Worth clients. This role involves onboarding clients, managing investments, and collaborating with internal teams. Candidates must have a CFP® designation and 7+ years of related experience. The firm offers a hybrid work model, competitive compensation, and a supportive environment for professional growth.

Qualifications

• CFP® designation required; additional certifications like CFA or CPA preferred.
• Must have regulatory licenses such as Series 7, 63, or 66.
• 7+ years of experience in financial advice and book management.

Responsibilities

• Onboard clients and manage a book of business.
• Provide investment advice and financial planning solutions.
• Collaborate with internal resources to meet client needs.

Skills

CFP® designation

Financial planning

Investment strategies

Relationship management

Excellent communication skills

Education

7+ years in financial advice

Job description

A leading financial services firm is seeking experienced Wealth Advisors to provide tailored financial strategies for Ultra High Net Worth clients. This role involves onboarding clients, managing investments, and collaborating with internal teams. Candidates must have a CFP® designation and 7+ years of related experience. The firm offers a hybrid work model, competitive compensation, and a supportive environment for professional growth.