Job Description
Join Philadelphia's premier wealth management firm as a Direct Hire Financial Advisor. We're seeking dynamic professionals to build client portfolios and drive financial growth in a collaborative, commission-incentivized environment. Enjoy uncapped earning potential, comprehensive training, and a culture centered on client success.
Responsibilities
- Develop personalized financial plans for high-net-worth clients
- Manage investment portfolios across asset classes
- Drive new client acquisition through networking and referrals
- Ensure compliance with FINRA and SEC regulations
- Leverage CRM systems to track client relationships
- Present quarterly portfolio performance reviews
- Collaborate with tax and legal professionals
Qualifications
- FINRA Series 7 and 66/65 licenses required
- 3+ years financial advisory experience
- Bachelor's degree in Finance/Economics
- Proven track record in client acquisition
- Strong analytical and presentation skills
- CFP designation preferred
- Philadelphia market knowledge