Senior Wealth Advisor: Own Client Relationships & Planning

HighTower Advisors; Washington (District of Columbia); On-site; USD 100,000 - 110,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

Parental leave

PTO

401k matching

HSA employer contributions

Student loan assistance

Job summary

Hightower Signature Wealth is expanding in the Philadelphia area and seeks an experienced Wealth Advisor to own client relationships, craft tax-aware financial plans, and drive long-term outcomes. You will work with a team to deliver coordinated solutions, lead in-person and virtual reviews, and maintain client retention across high-net-worth accounts.

This senior role requires 5+ years of licensed experience, required Series 65/66 licenses, and credentials such as CFP, CPA, CFA, or JD.

Qualifications

• 5+ years of licensed experience as a financial services professional.
• Active security licenses (Series 65 or 66).
• One or more credentials: CFP®, CPA, CFA, or JD.
• Bachelor's degree required; graduate degree preferred.

Responsibilities

• Owns full relationship ownership for clients onboarded through custodial referral programs.
• Serve as the primary relationship lead for assigned client relationships.
• Develop and implement customized financial plans including tax, retirement, estate, and risk management aspects.
• Coordinate with internal investment, planning, and tax resources for holistic solutions.
• Lead regular client reviews, focusing on long-term planning outcomes.

Skills

Relationship management

High-net-worth clients

Licenses (Series 65/66)

Credentials CFP CPA CFA JD

Bachelor's degree

Education

Bachelor's degree

Graduate degree preferred

CFP, CPA, CFA, JD

Job description

Hightower Signature Wealth is expanding in the Philadelphia area and seeks an experienced Wealth Advisor to own client relationships, craft tax-aware financial plans, and drive long-term outcomes. You will work with a team to deliver coordinated solutions, lead in-person and virtual reviews, and maintain client retention across high-net-worth accounts.

This senior role requires 5+ years of licensed experience, required Series 65/66 licenses, and credentials such as CFP, CPA, CFA, or JD.