Senior Wealth Advisor — Holistic Planning

Hightower Advisors; Philadelphia (Philadelphia County); On-site; USD 100,000 - 160,000; Full time

Benefits offered by this job

Medical, dental, vision insurance on 1

Parental leave

Paid time off

401k matching

HSA contributions

Student loan assistance

Pet insurance

Job summary

Hightower Signature Wealth in Philadelphia seeks an experienced Wealth Advisor to deepen client relationships and deliver comprehensive tax-aware planning. This non-entry level role requires ownership of client relationships and collaboration with internal investment, planning, and tax resources.

You will lead regular reviews, implement customized financial plans, and work with referral partners to sustain long-term client satisfaction and retention.

Qualifications

• Active securities licenses (Series 65 or 66)
• CFP, CPA, CFA, or JD credentials
• Clean U4 compliance record
• Experience with high-net-worth clients
• SAN and WAS background check required
• Bachelor's degree required; graduate degree preferred

Responsibilities

• Own full relationship for clients onboarded via custodial referral programs
• Lead primary relationship for assigned client relationships
• Develop and implement customized financial plans including tax, investment, estate, retirement, and risk management
• Collaborate with internal investment, planning, and tax resources for coordinated solutions
• Lead regular in-person and virtual client reviews focusing on long-term planning outcomes
• Maintain regulatory, compliance, and fiduciary responsibilities

Skills

Client relationship management

Financial planning

Tax planning

Communications

Education

Bachelor's degree

Graduate degree preferred

Tools

CRM software

Job description

Hightower Signature Wealth in Philadelphia seeks an experienced Wealth Advisor to deepen client relationships and deliver comprehensive tax-aware planning. This non-entry level role requires ownership of client relationships and collaboration with internal investment, planning, and tax resources.

You will lead regular reviews, implement customized financial plans, and work with referral partners to sustain long-term client satisfaction and retention.