Senior Financial Advisor – Independent Wealth Management Firm

Join a successful, quickly growing, planning-centric RIA serving high net worth families. This collaborative firm offers an experienced advisor the opportunity to step into established relationships and focus on sophisticated planning, complex client needs, and long-term advisory relationships.

What You’ll Do

Serve as lead advisor for high net worth client relationships

Deliver comprehensive financial, estate, tax, and investment planning

Manage and deepen relationships within an existing client base

Partner with an experienced planning and client service team

What’s Offered

$150, 000 – $180,000 base + bonus opportunity up to 30%

Hybrid schedule, four days per week in office

Excellent benefits and growth opportunity

What You Bring

5-12+ years of wealth management experience with significant client-facing advisory responsibility

CFP required

Bachelor’s Degree

Within a 45-minute commute of the Villanova University area