Job Description
Join Philadelphia's premier wealth management firm as a Senior Financial Advisor and transform lives through strategic financial planning. We're seeking a dynamic professional to build client relationships, drive growth, and deliver exceptional financial solutions in a collaborative, commission-driven environment.
Our firm offers:
- Comprehensive training and ongoing professional development
- Cutting-edge financial planning tools and resources
- Competitive commission structure with uncapped earning potential
- Full benefits package including health, dental, and 401(k)
- Supportive team culture focused on client success
Responsibilities
- Develop personalized financial plans for high-net-worth clients covering retirement, investments, and estate planning
- Acquire new clients through targeted networking and referral strategies
- Conduct comprehensive portfolio reviews and optimize investment allocations
- Maintain strict compliance with FINRA regulations and industry standards
- Leverage CRM systems to track client interactions and business development
- Collaborate with portfolio managers on complex financial strategies
- Present financial solutions to clients through compelling proposals and presentations
Qualifications
- Bachelor's degree in Finance, Economics, or Business (MBA or CFP preferred)
- Minimum 5 years of experience in financial services or wealth management
- Active Series 7, 66, and state insurance licenses
- Proven track record of meeting/exceeding sales targets
- Exceptional communication and presentation skills
- Strong analytical abilities and market research expertise
- Proficiency in financial planning software (e.g., MoneyGuidePro)