Financial Advisor
Financial Advisor
$ 100,000.- $150,000 [ Could be Higher depending on Portfolio]
Needs in several offices- NY/NJ ; Florida ; Phila; Pittsburgh .
Financial Advisor
We are entrepreneurs working with entrepreneurs, owners working with high-net-worth individuals and those who are owners of small and mid-size businesses .
RESPONSIBILITIES
- Developing comprehensive, fee-based personal financial plans for individuals and families.
- Providing various investment advisory services including proposal development, asset allocation modeling, etc.
- Some trading and rebalancing of client portfolios.
- Meeting with clients individually or on a team basis with a partner to review financial and investment plans.
- Responding to various client service requests throughout the year.
- Helping the firm grow through acquisition of new clients and retention of existing clients.
QUALIFICATIONS
- Bachelor’s Degree in business or finance.
- 4+ years’ experience as a personal financial advisor/planner
- Industry related professional designations such as CFP preferred
- The ideal candidate will possess the Series 65 & insurance licenses
- This individual will be highly motivated with a strong desire to succeed.
- Excellent organizational, communication, interpersonal, and computer skills required.
BENEFITS WE OFFER:
- Competitive Compensation
- Lucrative New Business & Employee Referral Bonuses
- Anniversary Bonus
- Open Paid-time-off policy for professional staff
- We provide a flexible work environment to offer work/life balance.
- 401(k) plan with company match and profit sharing
- Medical, dental, and vision insurance
- Company Paid Life Insurance
- Affordable Short- & Long-Term Disability Insurance
- Affordable Accidental and Critical Illness Insurance
- 10.5 Paid holidays
- Disability Insurance
- Tuition Reimbursement
- Annual Performance Reviews
Recommended Jobs
Lead Electrician
Job Description Job Description Lead Electrician Lehigh Valley, PA Hourly Pay Rate: $24.00-27.00 Responsibilities: Lead a small team of electricians on smaller commercial constructio…
Facilities Manager
Job Description Job Description Company Description ⭐ Come Join Our Team!⭐ Today is a new day. At Asbury we’re filling it with more laughter, more possibilities, more ways to give back, all…
Sous Chef
Job Description Job Description We are seeking a Sous Chef to join our team! You will thrive in a fast-paced environment and dedicate time to expanding our clientele base to establish the restaur…
Sr. Scientist, Discovery Chemistry
Our Company is seeking creative chemists for positions within the Discovery Chemistry Department. The successful candidate will join multidisciplinary, highly collaborative discovery teams to inven…
Delivery Driver
Adrian's Pizza in Pittsburgh, PA is looking for one pizza delivery driver to join our team for the afternoon and evening shifts. We are located on 605 Thompson Run Road in Ross Township, Pittsburgh. …
Prepay Claims Review Specialist
Prepay Claims Review Specialist Location Remote in Harrisburg, PA : Position Description: Base pay is influenced by several factors including a candidate's qualifications, relevant experience, and an…
Aeration Technician
Job Description Job Description Elevate Your Landscaping Career with Joshua Tree Experts Are you a skilled and experienced landscaper or lawncare professional ready to take on more responsib…
Regional Sales Executive - Philadelphia, PA
Job Description Job Description The salary range for this full-time position is $70k+ commissions depending on skills and experience. THIS POSTION IS REMOTE, BUT LIMITED TO APPLICANTS CURRENTL…
International Product Marketing Associate
Job Description Job Description International Product Marketing Associate Help the world buy it and go Cantaloupe is a FinTech company that is constantly evolving the way companies acro…
Lead Manufacturing Engineer
Job Description Job Description Description: Advanced Cooling Technologies, Inc. (ACT) is a premier thermal management solutions company. We serve diverse markets including Defense, Aerospace,…