Job Description
Join Philadelphia's premier wealth management firm as a Financial Advisor and transform clients' financial futures. We're seeking a driven professional to build lasting client relationships while delivering comprehensive financial planning services. Our award-winning team offers uncapped earning potential, industry-leading training, and a collaborative culture dedicated to excellence.
Enjoy a competitive base salary with performance-based bonuses, comprehensive benefits package, and relocation assistance if needed. Work from our modern downtown Philadelphia office with flexible hybrid options.
Responsibilities
- Develop and execute personalized financial plans including investment strategies, retirement planning, tax optimization, and estate solutions
- Build and maintain a robust client portfolio through proactive networking and referral generation
- Conduct thorough financial analysis and market research to provide actionable insights
- Stay current on financial regulations, industry trends, and product innovations
- Collaborate with internal specialists including tax attorneys and estate planners
- Maintain FINRA Series 7 and 66/65 licenses (required)
Qualifications
- Bachelor's degree in Finance, Economics, Business, or related field
- Minimum 3 years of financial planning or advisory experience
- Active FINRA Series 7 and 66/65 licenses
- Proven track record of client relationship management and sales achievement
- Strong analytical skills with ability to interpret complex financial data
- Excellent communication and presentation skills
- CFP designation preferred but not required