Senior Wealth Advisor – High-Net-Worth Growth

Hanover; Philadelphia (Philadelphia County); On-site; USD 120,000 - 190,000; Full time

Job summary

Hanover in the Greater Philadelphia area seeks a Wealth Advisor to serve as the primary relationship manager for high-net-worth clients, delivering comprehensive financial planning, investment advice, and ongoing wealth management. You will work closely with planning, investment, tax, estate, and client-service resources to support sophisticated client objectives.

This role emphasizes owning client relationships, deepening engagements, and collaborating across internal teams to provide

Qualifications

• Meaningful experience advising high-net-worth individuals and families.
• A track record of directly owning and managing client relationships rather than operating solely in a support capacity.
• Approximately 5+ years of relevant wealth management, private wealth, RIA or financial advisory experience.
• Strong financial planning and investment knowledge.
• A consultative, relationship-oriented approach rather than a purely transactional or product-driven background.
• The ability to communicate sophisticated financial concepts clearly and credibly with clients.
• Strong judgment, interpersonal skills and a collaborative working style.
• A desire to continue developing as an advisor within a growing organization.
• A CFP designation or progress toward the CFP strongly preferred. CFA, CPA or other relevant credentials are also valuable.
• Existing relationships or roots within the Greater Philadelphia market are preferred.

Responsibilities

• Serving as the lead advisor and primary point of contact for a portfolio of high-net-worth client relationships.
• Developing a deep understanding of each client's financial objectives, family dynamics and longer-term planning needs.
• Delivering comprehensive wealth management advice across investments, retirement, estate planning, tax strategy, risk management and other areas of financial planning.
• Building trusted, long-term relationships with clients and their families.
• Identifying opportunities to deepen existing relationships and expand the firm's work with clients over time.
• Partnering with investment, planning and specialist teams to provide coordinated advice.
• Supporting the onboarding and transition of new client relationships coming onto the platform.
• Developing relationships within the local professional community and generating referrals where appropriate.
• Contributing to the continued growth and development of the Greater Philadelphia advisory team.

Job description

Hanover in the Greater Philadelphia area seeks a Wealth Advisor to serve as the primary relationship manager for high-net-worth clients, delivering comprehensive financial planning, investment advice, and ongoing wealth management. You will work closely with planning, investment, tax, estate, and client-service resources to support sophisticated client objectives.

This role emphasizes owning client relationships, deepening engagements, and collaborating across internal teams to provide