Wescott Financial Advisory Group, LLC is looking for a dynamic, experienced, team-oriented wealth management sales executive to join our nationally and regionally ranked Philadelphia-based wealth management firm.
Wescott Financial Advisory Group, LLC is a more than $2 billion Barron's Top 50 Award-winning boutique wealth management firm. Founded in 1987, it has a stable yet entrepreneurial, inclusive, and dynamic advisory and management team. As we continue to expand our business footprint, we are seeking an experienced and well-networked sales executive to lead our business development efforts.
Our ideal candidate will have a proven track record of working with clients, referral networks and centers of influence to identify, cultivate and close high and ultra-high-net worth ($2+M) prospect leads. With a strong brand, best-in-class systems and processes, a client-centric advisor team experienced in sophisticated financial planning matters, an array of tailored investment solutions, and effective marketing capabilities; we have an excellent reputation and a pre-existing referral network waiting for a dynamic BDO.
Key job responsibilities include: establishing annual business development goals and strategies; identifying, prioritizing and cultivating COIs and client leads; meeting with prospective clients and working with our talented advisor team to retain the client.
Successful candidates will have a minimum of seven years of proven financial services industry sales experience in the Philadelphia region. Established referral network required. Undergraduate degree required. Advanced degrees in business or law and advanced certifications are desirable. Strong computer skills, including Microsoft Office Suite (Word, PowerPoint, Outlook, and Excel) and CRM/Salesforce experience preferred. Those with a successful background in private banking, or similar financial services acumen and solutions, are encouraged to apply.
A competitive compensation package including benefits and performance –based bonus is offered for this position. Qualified applicants may apply on-line by visiting www.wescott.com/careers. Please be prepared to upload your resume and cover letter.
Wescott is proud to be named a Best Place to Work by the Philadelphia Business Journal and South Florida Business Journal and named a Healthiest Company Award Winner by SmartCEO.
About Wescott Financial Advisory Group, LLC
Wescott Financial Advisory Group LLC is a relationship-driven, empathetic, independent wealth management firm committed to providing individuals and institutions with unmatched caring and expertise to achieve their financial and investment goals. The company’s diverse team members are experts in investments, law, accounting and business, and hold a wide range of industry-acclaimed credentials that enable them to offer thoughtful and personal advice to their clients. With more than $2.3 billion in assets under management, Wescott is one of the top wealth management firms in the nation as ranked by CNBC, Barron’s, Forbes and Financial Advisor magazine. Founded in 1987, Wescott has offices in Philadelphia, Boca Raton, Miami and San Francisco.
Unlike many firms that view wealth in a vacuum, we integrate financial expertise and life expertise into a single advisory service that helps clients see all sides of every financial decision. It’s a proven approach we call Life-Minded Wealth®.
It’s an approach that consistently drives better decisions. And at Wescott, we carry out those decisions free from the pressure of product bias. As an independent firm, we do not sell or promote a...ny investment or insurance product; we rely on segment-skilled managers to deliver research-driven strategies tailored to meet each client’s unique goals.
Wescott is also proud to be named a Best Place to Work by the Philadelphia Business Journal and South Florida Business Journal and named a Healthiest Company Award Winner by SmartCEO.