senior wealth advisor in lancaster

adam fisher, tatum executive services
job type
US$ 160,000 - US$ 200,000 per year
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job details

lancaster, pennsylvania
job category
Financial Services
job type
working hours
8 to 5
US$ 160,000 - US$ 200,000 per year
8 Years
reference number
adam fisher, tatum executive services

job description

job summary:

Senior Wealth Advisor - $160,000 to $200,000 plus bonus

Senior Wealth Advisor for one of the country's most highly regarded firms.

This role is open based upon the recent promotion of the incumbent - who our firm placed in 2015.

Our client works a HYBRID schedule in which employees may work up to 3 to 4 days remotely. This position would travel to meet clients 10-15% annually (not full weeks but probably 20 to 30 days a year).

This is NOT a sales role. The Senior Wealth Advisor will very quickly assume management of some of the firm's most significant clients / investment relationships

Based on the volume of resumes we receive on a daily basis, our firm will only respond to local candidates who meet this criteria.


location: Lancaster, Pennsylvania
job type: Permanent
salary: $160,000 - 200,000 per year
work hours: 8 to 5
education: Bachelor's degree
experience: 8 Years
  • Experience in portfolio management for high net-worth individuals and / or families
  • Experience in developing investment plans for high net-worth individuals and / or families with sophisticated wealth planning strategies and techniques
  • Strong and broad based knowledge of financial markets
  • Excellent analytical and communication skills
  • Strong client relationship and interpersonal skills
  • Bachelor's Degree REQUIRED
  • Certified Financial Planner (CFP) REQUIRED
  • CTFA or CFA preferred but NOT required
  • Minimum of 8 years of experience managing private client portfolios
skills: Certified Financial Planner

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