Senior Wealth Advisor - Relationship & Planning Lead

Colonial Group; Philadelphia (Philadelphia County); Hybrid; USD 100,000 - 110,000; Full time

Benefits offered by this job

Health benefits on first day

Parental leave

PTO

401k matching

HSA contributions

Student loan assistance

Pet insurance

Job summary

Hightower Signature Wealth in Philadelphia seeks an experienced Wealth Advisor to own client relationships, expand and nurture accounts, and contribute to a long-term franchise within our growing team. You will manage complex financial planning, tax-aware strategies, coordinating with internal investment and planning resources to deliver holistic solutions and superior client service.

This role emphasizes fiduciary responsibility, retention, and collaboration with referral partners, reporting to

Qualifications

• Five or more years of licensed financial services experience.
• Active securities licenses (Series 65 or 66).
• Bachelor's degree required; graduate degree preferred.

Responsibilities

• Own full relationship ownership for clients onboarded through referral programs.
• Lead as primary relationship lead for assigned client relationships.
• Develop and implement customized financial plans with tax planning, investments, estate, retirement, and risk management.

Skills

Relationship management

Client service

Communication

Networking

Education

CFP

CPA

CFA

JD

Tools

CRM systems

Job description

Hightower Signature Wealth in Philadelphia seeks an experienced Wealth Advisor to own client relationships, expand and nurture accounts, and contribute to a long-term franchise within our growing team. You will manage complex financial planning, tax-aware strategies, coordinating with internal investment and planning resources to deliver holistic solutions and superior client service.

This role emphasizes fiduciary responsibility, retention, and collaboration with referral partners, reporting to