Philadelphia Estate Planning Council

Details

Senior Financial Advisor - Wescott Financial Advisory Group LLC

Wednesday, February 03, 2021 12:57 PM | Anonymous

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

Philadelphia Estate Planning Council 
P.O. Box 579
Moorestown, NJ 08057-0579

Phone: (215) 486-6215
Fax: (856) 727-9504
Email: staff@philaepc.org

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