Philadelphia Estate Planning Council

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Senior Wealth Advisor - Private Wealth Management Family Office in Philadelphia

Wednesday, November 10, 2021 8:05 AM | Anonymous

The Senior Wealth Advisor position requires a deep understanding of all aspects of wealth management. The Wealth Advisor would be designing and implementing creative planning solutions for private clients. In addition to these areas of expertise, the Wealth Advisor would be required to have an understanding of investment management and investment products as well as all regulatory licensing to advise clients on these matters.

Responsibilities

  • Review, assess, plan and implement for all of the following:
    • individual and entity income taxes
    • estates, trusts and wealth transfer
    • executive compensation
    • retirement plans
    • asset protection
    • insurances: life, liability, disability, and long term care
    • philanthropy
    • business succession
    • liquidity analysis
  • Coordinate on the above with client's other professional advisors
  • Responsible for Integrated Wealth Plans and Vaulted Documents
  • Train team on Wealth Management concepts and process
  • Advise of all new developments within Wealth Management areas
  • Develop and implement Wealth Management processes
  • Disseminate UBS' materials and information on Wealth Management
  • Assist in developing and implementing events for client appreciation and development

Licensing Requirements

Series 7 and 66 required (can be obtained at a later date)

Must be attorney or registered CPA with five years experience

This position is flexible, part-time or full-time, remote or in Philadelphia office,

Pay range $120k - $250k annually

Interested candidates please forward resume to Dena@gourmetshows.com


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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