Senior Wealth Manager
Financial Planner Recruiting, LLCPhiladelphia, Pennsylvania, United States
Posted January 5, 2026
100000 - 100000 USD year
Full Time
About the Company
Our client is a rapidly growing, fee-only RIA devoted to providing comprehensive financial planning and tax accounting services to dentists and dental specialists.
Job Description
Our client is a rapidly growing, fee-only RIA devoted to providing comprehensive financial planning and tax accounting services to dentists and dental specialists. They are searching for a Senior Wealth Manager to maintain client relationships, create and update financial plans, and implement planning recommendations.
Requirements
- Bachelor's degree in Finance, Financial Planning, Accounting, or a related field
- 3+ years of Financial Planning and/or Tax Experience
- CFP Designation
- Tax designations like EA or CPA is a plus
- Technology proficiency
- Detail oriented
- Time management
- Reliability
- Strong organizational skills
- Strong leadership skills
Benefits
- 401(k) with 3% Employer Contribution
- Employer-Subsidized Health, Vision, Dental insurance
- Employer-Paid Long-Term Disability & Life Insurance
- Paid Holiday and Vacation Policy
- Continuing Education and Conference Allowance