Senior Financial Advisor

Employer
Wescott Financial Advisory Group LLC
Location
Working from home
Salary
Competitive
Closing date
Sep 27, 2021

View more

Job Role
Financial Advisor
Employment Type
Full Time

Job Details

 

Senior Financial Advisor (U.S. Remote Work Eligible)

Description

Wescott Financial Advisory Group LLC, a Philadelphia based RIA firm is excited to welcome an exceptional Senior Financial Advisor to our team.  Wescott advisors utilize their substantial planning experience and strong relationship management skills to be outstanding trusted partners for our clients.

If you are an experienced financial advisor (CFP® professional + CPA and/or JD) ready to embark on a journey that will provide you with a path for professional growth, this is an ideal role for you.

Core Role Expectations:

  1. Collaboratively lead client relationships, and manage and develop advisor teams.
  2. Take an active role in firm initiatives and committees, and produce firm revenue by supporting business development activities.
  3. Unique depth of knowledge and diverse experience navigating complex estate and tax planning matters with high-net-worth individuals and institutions.
  4. Skilled and eager to impress the sophisticated executives and business owners, and capable of managing multiple generations and diverse dynamics of family wealth. 
  5. Actively make an impact in the community.

Qualities that Thrive:

1. Consistent commitment to loyalty and excellence in all efforts for clients, colleagues and community. 

2. Embrace culture that is diverse, collegial, inclusive, team oriented and welcomes change.

3. Team player with strong empathy and communication skills that can make the financial plans come to life. 

4. Expertise in delivery of superior client service and the ability to navigate complex client matters.

5. Enthusiasm to influence the future Wescott client estate and tax planning experience.

Preferred Qualification:

  • Bachelor’s degree
  • 5-10 years financial planning experience in estate/tax 
  • CFP certification, plus CPA and/or JD
  • Proficient with MS Office suite and our financial planning technology stack, including eMoney and Salesforce, a plus.

Benefits:

Wescott is passionate about creating an inclusive workplace that promotes and values diversity.  More importantly, creating an environment where everyone, from any background, can do their best work. 

Our competitive salary commensurate with experience.  Performance based bonus and a wide range of employee benefits and support programs that include:

  • Hybrid Work Model
  • Professional License and Professional Development (CE)
  • Business Casual Dress Code
  • 401(k)/Employee’s Pension Plan
  • Domestic Partner Benefits
  • Employee Assistance Program
  • Employee Resource Groups
  • Global Fit / Walk My Mind
  • Family/Dependent Care Leave
  • Flexible Spending & Commuter Benefits
  • Life/AD&D Insurance
  • Long-term Disability Insurance
  • Short-term Disability Insurance
  • Sick Leave
  • Vacation (20 days per year)
  • Summer Flex Days
  • Volunteer Paid Time Off
  • Medical / Dental / Vision Insurance
  • Back-Up Advantage Program
  • Telemed (MeMd)
  • Pet Insurance
  • Caring team of co-workers


When applying include a cover letter when uploading your resume.

Company

Wescott Financial Advisory Group LLC is a relationship-driven, empathetic, independent wealth management firm committed to providing individuals and institutions with unmatched caring and expertise to achieve their financial and investment goals. The company’s diverse team members are experts in investments, law, accounting and business, and hold a wide range of industry-acclaimed credentials that enable them to offer thoughtful and personal advice to their clients. With more than $2.3 billion in assets under management, Wescott is one of the top wealth management firms in the nation as ranked by CNBC, Barron’s, Forbes and Financial Advisor magazine. Founded in 1987, Wescott has offices in Philadelphia, Boca Raton, Miami and San Francisco. Unlike many firms that view wealth in a vacuum, we integrate financial expertise and life expertise into a single advisory service that helps clients see all sides of every financial decision. It’s a proven approach we call Life-Minded Wealth®. It’s an approach that consistently drives better decisions. And at Wescott, we carry out those decisions free from the pressure of product bias. As an independent firm, we do not sell or promote any investment or insurance product; we rely on segment-skilled managers to deliver research-driven strategies tailored to meet each client’s unique goals.
Find Us
Telephone
215-979-1601
Location
30 South 17th Street
Philadelphia
PA
19103
US

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