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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

Preference will be given to candidates residing in the Philadelphia region. 

When applying include a cover letter when uploading your resume.

Please click here to apply: https://apply.workable.com/j/1B2D53C260

Wescott Financial Advisory Group LLC, a Philadelphia based RIA firm is excited to welcome an exceptional 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 CFP® practitioner 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 maintain client relationships with a focus on increasing lead advisor responsibilities, while supervising adjunct advisors and workflows.
2. Participates in firm initiatives and committees, and supports business development activities.
3. Experience navigating financial planning matters with high-net-worth individuals and institutions.
4. Eager to advance expertise to impress the sophisticated executives and business owners, and manage 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 client service and the ability to navigate core financial planning matters with clients.

Preferred Qualification:

• Bachelor’s degree
• 3-7 years financial planning experience
• CFP® certification
• Proficient with MS Office suite and our financial planning technology stack, including eMoney and Salesforce, a plus.

Benefit:

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

Preference will be given to candidates residing in the Philadelphia region. 

When applying include a cover letter when uploading your resume.

Please click here to apply: https://apply.workable.com/j/FDEEA0A176

Wescott Financial Advisory Group LLC, a Philadelphia based RIA firm is excited to welcome an exceptional Assistant 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 ready to embark on a journey that will provide you with a path for professional growth to become an exceptional financial advisor, this is an ideal role for you.

Core Role Expectations:

1. Collaboratively supports advisor teams and clients, drafts financial plans and client materials, and maintains client data
2. Gains knowledge and experience teaming with Wescott’s expert advisors navigating complex financial planning matters with high-net-worth individuals and institutions.
3. Proactively progress client services to impress the sophisticated executives and business owners, and capable of managing multiple generations and diverse dynamics of family wealth.
4. 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 shows initiative to contribute to achieving client goals.
4. Exhibits productivity, quality of work and problem solving skills, contributing to delivery of superior client service.

Preferred Qualification:

• Bachelor’s degree
• Pursuing CFP® certification
• Proficient with MS Office suite and our financial planning technology stack, including eMoney and Salesforce, a plus.

Benefit:

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

Preference will be given to candidates residing in the Philadelphia region. 

When applying include a cover letter when uploading your resume.

Please click here to apply: https://apply.workable.com/j/F046CF638F

Heckscher, Teillon, Terrill & Sager, a boutique trusts and estates law firm in West Conshohocken and Philadelphia, Pennsylvania seeks a full-time associate with three to five years’ experience.

We are a firm of twenty-one attorneys, including nine ACTEC fellows, and six paralegals, and our practice is among the largest in the Commonwealth of Pennsylvania.

Our high-end practice focuses on matters pertaining to estate and tax planning, estate settlement, trust administration, gift tax planning, closely-held business planning, estate and trust litigation, charitable planning, and guardianships, special needs trusts and settlement trusts.

Our ideal candidate will have experience in a large firm or boutique setting with a practice focused on trusts and estates, and will have strong attention to detail, ability to work independently, good organizational skills and excellent communication skills.

We offer a competitive salary and generous benefits package including health and dental insurance, generous 401(k) matching, PTO, disability and life insurance. We pride ourselves on having a collegial and cooperative working environment.

Email cover letter, resume and law school transcript to: apaisley@htts.com. We are not accepting resumes from search firms at this time.

For more information on our firm, visit our website at: www.htts.com

As a Regional Director, you will be responsible for managing the Private Wealth business and client experience and advancing the Wilmington-based regional office's growth strategy. You will serve as a key executive to The Glenmede Trust Company of Delaware (GTCDE). Key elements of these responsibilities include senior leadership of the regional Private Wealth team and market; overseeing the delivery of fully integrated Goals-Based Wealth Management to clients who have $5 million to $150+ million of investable assets; enhancing service areas to ensure sustainable, competitive positioning; directly managing a select number of client relationships, and actively representing Glenmede in the industry and community at large. 

Click here to download the full job posting.