Senior Wealth Advisor — Holistic Planning & Client Growth

Hightower Advisors; Philadelphia (Philadelphia County); On-site; USD 100,000 - 110,000; Full time

Benefits offered by this job

Base salary

Variable incentive

Medical insurance

Parental leave

PTO

401k matching

HSA contributions

Student loan assistance

Pet insurance

Job summary

Hightower Signature Wealth in Philadelphia is seeking an experienced Wealth Advisor to deepen client relationships and deliver tax-conscious financial planning for high-net-worth individuals.

You will own client relationships end-to-end, coordinate with internal investment, planning and tax resources, and lead regular in-person and virtual reviews to drive long-term outcomes while acting as a trusted fiduciary.

Qualifications

• 5+ years of licensed experience as a financial services professional
• Active securities licenses (Series 65 or 66)
• CFP®, CPA, CFA, or JD credentials preferred
• Clean U4 compliance record
• Bachelor's degree required; graduate degree preferred
• Experience with high-net-worth or ultra-high-net-worth clients preferred
• SAN and WAS background check required for role
• Role suited for advisors with years of complex client relationships seeking a long-term position

Responsibilities

• Own full relationship ownership for clients onboarded through custodial referrals
• Serve as primary relationship lead for assigned client relationships
• Develop and implement customized financial plans including tax planning, investments, estate considerations, retirement planning, and risk management
• Partner with internal investment, planning, tax resources for coordinated solutions
• Lead regular in-person and virtual client reviews focused on long-term planning outcomes
• Serve as a trusted partner navigating complex financial decisions
• Collaborate with CPAs and estate attorneys for holistic planning
• Maintain high client retention through proactive management of expectations and outcomes
• Uphold regulatory, compliance, and fiduciary responsibilities

Skills

Relationship management

High-net-worth client service

Licensing: Series 65/66

Professional credentials: CFP / CPA /

Regulatory compliance

Education

Bachelor's degree

Graduate degree preferred

Job description

Hightower Signature Wealth in Philadelphia is seeking an experienced Wealth Advisor to deepen client relationships and deliver tax-conscious financial planning for high-net-worth individuals.

You will own client relationships end-to-end, coordinate with internal investment, planning and tax resources, and lead regular in-person and virtual reviews to drive long-term outcomes while acting as a trusted fiduciary.