Financial Advisor

This is a fully remote position, open to applicants in Pennsylvania.

📋 Description

• Build trust and confidence with clients, acting as their primary advisor for wealth management solutions.

• Engage in discussions regarding client investment objectives, risk tolerance, asset allocation preferences, cash flow needs, tax considerations, and potential life events.

• Execute investment strategies and work collaboratively with the advisory team to make necessary adjustments.

• Oversee client investment portfolios and their performance metrics.

• Provide insights regarding key contributors and detractors affecting performance.

• Counsel high net worth individuals while advising mid-market institutional clients.

• Develop comprehensive wealth management strategies tailored for individuals.

• Prepare consulting reports for institutions.

• Assist in delivering plans to clients in a clear and effective manner.

• Proactively identify and pursue new business opportunities.

• Enhance knowledge of financial planning software and technological tools.

• Maintain records of client and prospect interactions utilizing Salesforce CRM.

• Take part in regular internal meetings.

• Adapt work schedules to meet client requirements.

⛳️ Requirements

• A Bachelor’s degree or higher qualification.

• Over 5 years of relevant experience in the field.

• Possession of Series 6, 63, & 65 or Series 7 & 66 licenses required, or a commitment to obtain upon hiring.

• Certified Financial Planner™ designation or a similar professional credential preferred, or willingness to work towards a comparable designation.

• Experience with Salesforce.com, Sales Navigator, and LinkedIn is preferred.

• A proven track record of generating new business is advantageous.

• Acquire essential knowledge of financial planning software and technology.

• Consistently and transparently track interactions with clients and prospects using Salesforce CRM.

🏝️ Benefits

• Health, dental, and vision insurance coverage.

• Employer contribution to HSA.

• Opt-out credit available.

• 401k matching from the employer.

• Paid days for volunteer work.

• Reimbursement for gym memberships.

• Complimentary access to a Workplace Financial Advisor.

• Additional incentive and commission-based compensation anticipated.