137 senior advisor jobs at 69 companies in Wyncote, PA
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Senior Relationship Advisor
Wilmington, Delaware, United States
HybridFull Time
12+ YOEExtensive fiduciary and wealth management experience; manage complex client relationships; JD or similar credential preferred; 12–15 years in trust/estate related roles.
5d
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Senior ERISA Advisor
Los Angeles or Pasadena or San Francisco or Washington or Plantation or Atlanta or Chicago or Fort Wright or Boston or Silver Spring or Kansas City or New York City or Philadelphia or Dallas
$152k-$210k/yr HybridFull Time
1+ YOEAt least 1 year of specialized experience at GS-15 equivalent, with expert ERISA and employee benefits knowledge, senior-level policy analysis, strategic advising, and executive communication experience.
3w
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Senior Client Advisor
Wilmington, Delaware, United States
$154k-$256k/yr HybridFull Time
7+ YOEBachelor's degree and 7+ years relevant experience; deep expertise in planning, investments, banking and fiduciary; SAFE Act registration; strong communication and interpersonal skills.
3w
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Senior Client Advisor
Wilmington, Delaware, United States
$154k-$256k/yr HybridFull Time
7+ YOEBachelor's degree or equivalent experience, 7+ years relevant experience managing ultra-high net worth clients, deep expertise in planning/investments/banking, strong communication and influencing skills, SAFE registration required.
1mo
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Senior Financial Advisor
Allentown, Pennsylvania, United States
OnsiteFull Time
6+ YOEBachelor's degree or 6+ years' experience, Series 65 or 66 registration, CFA/CIMA preferred, strong 401(k)/ERISA knowledge, excellent communication and presentation skills, and Microsoft Office proficiency.
Microsoft Office
1mo
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Senior Wealth Advisor
Doylestown, Pennsylvania, United States
OnsiteFull Time
7+ YOEBachelor's degree and 7+ years advising high-net-worth clients; CFP, Series 7 & 66 required; Pennsylvania insurance license within 6 months; strong relationship management, business development, and leadership skills.
Salesforce CRM, eMoney
3mo
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Senior Wealth Advisor
Dallas or Scottsdale or Charlotte or Malvern or Plano
HybridFull Time
7+ YOERequires CFP designation, 7+ years in financial advice, planning, book management, and relationships; regulatory licensing or registration; expertise in investment, trust, estate planning, and industry regulations.
1mo
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Senior Advisor - Energy Advisory Services
Mount Laurel or Los Angeles or Irvine or Austin or Chicago or Detroit or Denver or Houston or Miami or Boston or Somerset
$148k-$273k/yr HybridFull Time
12+ YOEBachelor's degree required, 12+ years energy industry experience, strong technical/economic/regulatory knowledge, track record in transactions, client development, team leadership, and strong English communication.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint
1mo
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COLOR GUARD ADVISOR
Boyertown, Pennsylvania, United States
$5k/yr OnsitePart Time
Part-time co-curricular advisor at the senior high school. Requires required background clearances (child abuse, criminal, FBI) and ability to work with students; application materials include cover letter and resume.
2mo
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Co-Curricular Advisor - Gay-Straight Alliance Co-Advisor
Wyomissing, Pennsylvania, United States
OnsitePart Time, Contract
Part-time, contract Co-Curricular Advisor for Gay-Straight Alliance; located at Wyomissing Area Junior/Senior High School; stipend $360; posting 5/29/2026; open until filled.
3w
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Data Governance Senior Advisor
United States or Sioux Falls or Scottsdale or Louisville or Troy or Franklin or Easton
$104k-$174k/yr RemoteFull Time
12+ YOE12+ years related experience with data governance, metadata, stewardship, data quality, and compliance; bachelor’s degree or equivalent; master’s preferred; strong collaboration and leadership skills.
3w
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Senior HR Services Advisor
Tampa or New York City or Boston or Chicago or Philadelphia or Stamford
$80k-$90k/yr OnsiteFull Time
Requires HR services or operations experience, employment law and local labor regulation knowledge, HRIS and Microsoft Office proficiency, stakeholder management, problem-solving, compliance, and project/change management skills.
HRIS, Microsoft Office
2w
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Strategic Risk Advisor, Senior Specialist
Charlotte or Malvern
HybridFull Time
10+ YOERequires 10+ years of related experience, an undergraduate degree or equivalent training and experience, strategic thinking, and strong influencing and persuasion skills. Graduate degree preferred.
2mo
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Enterprise IT Communications Advisor, Senior or Advanced
Richmond or St. Louis or Cleveland or Philadelphia or Chicago or San Francisco or New York City or Kansas City or Boston or Atlanta or Minneapolis or Dallas
$121k-$191k/yr OnsiteFull Time
6+ YOE6+ years experience (Senior) or 10+ years (Advanced); Bachelor's in journalism/communications or equivalent; strong executive storytelling, technical writing, editing; Microsoft Office 365 skills; Adobe Creative Cloud preferred; cover letter required; U.S. citizenship or 3+ years permanent residency and subject to government security investigation.
Microsoft Office 365, Microsoft PowerPoint, Microsoft Word, Adobe Creative Cloud
2mo
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2026-2027 (Annual) Supplemental Contract - ADVISOR: SENIOR CLASS- SR ADV RHS
West Chester, Pennsylvania, United States
OnsiteContract
Supplemental high-school advisor role; applicants must apply online via TalentEd Recruit & Hire. Salary per collective bargaining agreement (WCAEA).
1w
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Senior Financial Advisor - Citadel Wealth Management
Harleysville, Pennsylvania, United States
OnsiteFull Time
5+ YOERequires 5+ years in financial advisory or wealth management, active securities licensing, book-of-business growth, holistic financial planning, client relationship skills, and coaching ability.
portfolio tools
3w
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Advisor Consultant - Sacramento Metro (All Channels)
Wayne or Sacramento
$75k-$100k/yr RemoteFull Time
5+ YOEBachelor's degree or equivalent experience, Series 7 and Series 63 licenses, willingness to travel 80%, strong advisor relationships, public speaking, sales, problem-solving, and five years of external wholesaling preferred.
CRM
1mo
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Senior Advisor: Market Regulation & Regulatory Service Agreement (RSA)
Washington or Jericho or Denver or Dallas or Chicago or Boston or Boca Raton or Tysons or Jersey City or Woodbridge or San Francisco or Rockville or Philadelphia or New York or Los Angeles
$158k-$371k/yr HybridFull Time
12+ YOEBachelor's required, advanced degree (JD/MBA/master's) preferred; 12+ years in securities or market regulation; deep knowledge of FINRA/SEC rules; SIE required within 16 months; strong analytical and communication skills.
3mo
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Financial Advisor Manager - Philadelphia, PA
Marlton or Exton
$115k-$173k/yr OnsiteFull Time
7+ YOEManage a team of financial advisors; recruit, train, coach; licensed for Life/Health, Series 65, 7, 24; 7-10+ years experience; Bachelor's degree; travel ~75%; strong communication and leadership.
Microsoft Office
2mo
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Senior Wealth and Trust Advisor
Princeton, New Jersey, United States
$134k-$220k/yr OnsiteFull Time
10+ YOEBachelor's degree required; 10+ years progressive trust department experience; fiduciary, tax and estate planning expertise; strong leadership, communication, and client-service skills; CFP/CFA/CTFA/JD preferred; must be authorized to work in the U.S. without sponsorship.
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