Wealth Manager

H Cap Connect•Philadelphia, PA

4d•$80,000•Hybrid

About The Position

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 you've built a loyal client base and are looking for greater scale, operational support, and long-term growth potential, we'd love to have a confidential conversation.

Requirements

CFP® designation preferred
Bachelor's 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 $250,000+ in recurring annual revenue
Strong relationship management and business development skills
A track record of client retention and organic growth

Nice To Haves

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

Responsibilities

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 firm's proven growth programs and advisor coaching resources