Job Description
Join Philadelphia's premier wealth management firm and accelerate your career with state-of-the-art equipment! We're seeking ambitious Financial Advisors to serve high-net-worth clients in the Greater Philadelphia area. Enjoy a fully funded tech stack including CRM software, financial planning tools, and secure client portals – everything you need to succeed from day one. Benefit from comprehensive mentorship, extensive industry training, and a collaborative culture that values innovation. Our Philadelphia office offers a dynamic urban setting with flexible work arrangements and competitive benefits including health insurance, retirement plans, and professional development stipends.
Responsibilities
- Develop and execute personalized financial strategies for high-net-worth clients
- Build and maintain robust client relationships through regular portfolio reviews and financial planning
- Leverage provided CRM software to manage client pipelines and track performance metrics
- Conduct market research and financial analysis using proprietary research tools
- Collaborate with investment specialists to design customized portfolio solutions
- Meet/exceed annual revenue targets through strategic client acquisition and retention
- Stay current with industry regulations and compliance requirements
Qualifications
- Bachelor's degree in Finance, Economics, or related field (MBA/CFP preferred)
- Series 7 and Series 66/63/65 licenses required
- Minimum 3 years experience in financial services or wealth management
- Proven track record of meeting sales targets and client growth
- Strong proficiency with financial planning software and CRM platforms
- Exceptional communication skills with ability to explain complex concepts
- Valid Pennsylvania securities license (or ability to obtain within 90 days)
- Entrepreneurial mindset with demonstrated self-motivation