Wealth Manager

Philadelphia PA Area (Wyndmoor PA)

Are you an established financial advisor who has built a successful practice but is ready for the next stage of growth

A rapidly growing independent Registered Investment Advisor (RIA) in the Philadelphia area is seeking an experienced Wealth Manager to join the firm through a tuck-in acquisition. This opportunity is designed for entrepreneurial advisors who want to continue serving their clients while gaining access to a larger platform enhanced resources sophisticated planning capabilities and dedicated growth support.

If youve built a loyal client base and are looking for greater scale operational support and long-term growth potential wed love to have a confidential conversation.

As a Wealth Manager you will:

• Continue serving as the primary advisor to your existing client relationships

• Deliver comprehensive wealth management and financial planning services

• Develop customized retirement investment tax estate insurance and cash flow strategies

• Build lasting relationships with high-net-worth individuals and families

• Collaborate with attorneys CPAs and other professional advisors

• Grow assets under management through referrals and new client acquisition

• Participate in networking and business development activities

• Leverage the firms proven growth programs and advisor coaching resources

The ideal candidate will have:

• CFP designation preferred

• Bachelors degree

• Series 65 (or equivalent advisory licensing)

• 3 years of client-facing wealth management experience

• Experience working with high-net-worth clients

• A transferable book of business generating approximately $250000 in recurring annual revenue

• Strong relationship management and business development skills

• A track record of client retention and organic growth

• Established referral relationships and centers of influence

• Experience using leading custodial CRM and financial planning platforms

• Passion for growing both client relationships and your advisory practice

This is much more than joining another advisory firm.

Youll have the opportunity to:

• Monetize the value youve created through the sale of your existing practice

• Transition clients to a larger well-established platform

• Spend more time advising clients and less time managing operations

• Receive ongoing business coaching and growth support

• Access advanced planning investment marketing compliance and operational resources

• Continue growing your business within a collaborative entrepreneurial environment

• Competitive base salary beginning at $80000 based on experience

• Three uncapped incentive programs rewarding growth and performance

• Significant earning potential tied to business development and client retention

• Comprehensive benefits package

• Unlimited Paid Time Off (PTO)

• Professional development and ongoing advisor coaching

If youve built a successful advisory practice and are looking for the right long-term partner to help you accelerate growth while maintaining exceptional client service wed welcome a confidential conversation.

Location: Wyndmoor / Philadelphia Pennsylvania (Hybrid opportunities may be available depending on client needs.)

Qualified candidates are encouraged to apply in confidence.