Cash Flow Projection, Estate Planning, Financial Planning, High Net Worth, Investment Management, Problem Solving Skills, Retirement Planning, Tax Planning, Wealth Management
LOCATION
Philadelphia, PA
POSTED
2 days ago
Senior Wealth Advisor
About the Company
Prominent regional investment management firm
Industry Financial Services
Type Privately Held
About the Role
The Company is seeking a Senior Wealth Advisor to take on the role of Lead Wealth Advisor for a select group of high net worth and ultra-high net worth clients. The successful candidate will be responsible for providing comprehensive wealth management advice, including but not limited to, tax and estate planning, financial planning, asset allocation, cash flow analysis, retirement planning, and investment management. The role demands a professional with a solid high net worth tax background, capable of confidently addressing complex tax planning issues.Applicants for the Senior Wealth Advisor position at the company should have a strong background in high net worth tax planning and be adept at handling intricate tax-related matters. The role requires a candidate who can demonstrate the ability to provide expert advice in all areas of comprehensive wealth management. A clear track to partnership is offered, and the ideal candidate will be able to contribute to the company's growth and success in the wealth management sector.
Functions
Finance
About the Company
C
Confidential
American Equity Mortgage, Inc., is one of the nation’s leading mortgage lenders with a proven history of success. For 20 years we have held integrity, leadership, strength and stability making us highly respected in the industry, as well as throughout the communities we serve. We are committed to our customers by specializing in helping people save money through mortgage refinancing, debt consolidation, and home purchase loans.
Our employees are continually growing with our ongoing, coaching culture, training and support along with upward mobility promoting from within our organization. Our commitment to helping others carries into social responsibility to support, assist and empower communities with our private foundation known as AEM Cares, along with our corporate giving program to help and enable charitable causes nationwide reach their goals.