Job Description
Join Philadelphia's premier wealth management team! We're seeking a dynamic Financial Advisor to join our award-winning practice. As a key member of our firm, you'll leverage our state-of-the-art technology and comprehensive support infrastructure to build lasting client relationships. We provide all necessary equipment including CRM software, portfolio analysis tools, and marketing resources – so you can focus on what matters most: your clients' financial futures.
Why Choose Us?
• Industry-leading tech stack
• Comprehensive mentorship program
• Marketing and lead generation support
• Competitive benefits package including 401(k) match
• Professional development stipend
Responsibilities
- Develop personalized financial plans for high-net-worth individuals and families
- Build and maintain a robust client portfolio through strategic networking
- Analyze market trends to optimize investment strategies
- Leverage provided CRM and portfolio management tools for client reporting
- Collaborate with our in-house legal and tax specialists for comprehensive solutions
- Participate in firm-sponsored community outreach events
- Maintain compliance with FINRA and SEC regulations
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- Series 7, 66, and state insurance licenses (or ability to obtain immediately)
- 3+ years of financial planning/advisory experience
- Proven track record in client acquisition and retention
- Strong analytical and presentation skills
- Proficiency with financial planning software (we provide training on our systems)
- Entrepreneurial mindset with commitment to ethical standards