Job Description
Are you a driven professional ready to shape the financial future of Philadelphia's dynamic community? Luminous Wealth Management is seeking a talented Financial Advisor to join our elite team.
We are not just a firm; we are a movement dedicated to empowering clients through strategic financial planning, investment management, and holistic wealth solutions. In this role, you will have the autonomy to build your book of business while receiving world-class training and mentorship.
Why Join Us?
- Competitive base salary plus commission structure.
- Access to premium investment products and cutting-edge technology.
- A collaborative culture that values integrity and innovation.
Take the next step in your career and apply today!
Responsibilities
- Conduct comprehensive financial planning and wealth management for a diverse client base in the Philadelphia area.
- Analyze financial situations and recommend tailored strategies for retirement, estate, and tax planning.
- Manage and monitor investment portfolios to ensure optimal performance aligned with client goals.
- Build and maintain strong, long-term relationships with new and existing clients through exceptional service.
- Proactively market services to expand your client network and referral sources.
- Stay current with industry trends, regulatory changes, and market movements.
- Collaborate with internal teams to deliver a seamless client experience.
Qualifications
- Series 7 and Series 66 (or 63) licenses required; willing to obtain if not currently held.
- Bachelor's degree in Finance, Economics, Business Administration, or related field.
- Minimum of 1-3 years of experience in financial services, sales, or client-facing roles.
- Strong analytical skills with the ability to interpret complex financial data.
- Excellent verbal and written communication skills.
- Self-motivated with a proven track record of meeting or exceeding sales targets.
- Must reside in or be willing to relocate to the Greater Philadelphia area.