Unique career growth opportunity for an experienced Senior Financial Advisor,CFP®
Wescott Financial Advisory Group LLC, a nationally ranked Philadelphia-based RIA, is seeking experienced, team-oriented, CFP® with financial planning skills, a CPA and/or JD, or mastery in corporate/business tax matters to join our Wealth Management Team. This is an outstanding career growth opportunity for a well-credentialed, technically competent and service-minded professional to hone and extend their wealth management capabilities and skills and become an integral member of our diverse and highly regarded firm.
Working in close collaboration with Partners, Senior Wealth Management Advisors and other members of the firm’s client services, operations, investment and marketing teams, a Senior Financial Advisor delivers financial advisory and wealth management services to targeted groups of established high-net-worth clients and/or institutions. Key responsibilities include establishing and maintaining client relationships, providing expert financial planning and investment advice, retaining and increasing client assets under management and supporting Wescott’s sales and marketing teams in the acquisition of new business.
When you join Wescott Financial, you will work with individuals who serve in specialized roles, bringing different skills and knowledge to serving our clients. Our culture is one of collegiality and dedication to Achieving Client Goals while bettering our Community. We provide an environment of continuous learning and development for our professionals. Wescott also has a strong focus on mentoring and developing next generation financial advisors.
Candidates will have their CFP® designation, possess skills and experience necessary to function as an internal subject expert on tax and planning issues, and to consult with other members of the Wescott team on these matters. The ideal candidate will have a CPA and/or J.D. with at least 5-10 years of experience in estate, tax and financial planning. Candidates having tax expertise and advanced degree preferred.
Competitive salary commensurate with experience. Performance based bonus and benefits package including, but not limited to: medical, dental, 401(k) with firm match, pension, life insurance and paid vacation.
When applying include a cover letter when uploading your resume.
About Wescott Financial Advisory Group LLC
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.