Wealth Advisor

ThinkingAhead

• $100K — $150K *
Philadelphia, PA 19120In-Person
Finance & Insurance
Less than 5 years of experience
Today
Be an Early Applicant
Job Overview by Ladders

Qualifications

  • Proven track record of success with a minimum of $200k in annual fee production.
  • Excellent communication and interpersonal skills.
  • Strong analytical and problem-solving abilities.
  • Client-focused with a results-oriented approach.
  • Preferred licenses: Series 7 and 66 (or 63 & 65); CFP is a plus.
  • Bachelor's degree in finance, economics, or a related field preferred.

Responsibilities

  • Build and maintain strong client relationships.
  • Provide comprehensive financial planning advice including investments, retirement, estate, and insurance.
  • Conduct financial needs assessments to develop personalized financial plans.
  • Manage client portfolios with ongoing investment management services.
  • Educate clients on financial concepts and market trends.
  • Generate leads and cultivate a strong referral network.
  • Ensure compliance with regulatory and compliance requirements.

Benefits

  • Competitive compensation package with 80 to 90% payouts.
  • Supported by one of the largest broker-dealers in the USA.
  • Enjoy a collaborative team environment involving Trading, Compliance, and Operations.
Full Job Description
Independent Financial Advisor Benefits:
  • Competitive compensation package. (80 to 90% payouts)
  • Backed by one of the largest broker-dealers in the USA.
  • Supportive and collaborative team environment: Trading, Compliance and Operations
Independent Financial Advisor Responsibilities:
  • Build and maintain strong client relationships.
  • Provide comprehensive financial planning advice, including investment strategies, retirement planning, estate planning, and insurance.
  • Conduct financial needs assessments and develop personalized financial plans.
  • Manage client portfolios and provide ongoing investment management services.
  • Educate clients on financial concepts and market trends.
  • Generate leads and build a strong referral network.
  • Comply with all applicable regulatory and compliance requirements.
Independent Financial Advisor Qualifications:
  • Proven track record of success in the financial services industry. (minimum of $200k in annual Fee production)
  • Excellent communication, interpersonal, and presentation skills.
  • Strong analytical and problem-solving skills.
  • Client-focused and results-oriented.
  • Series 7 and 66 (or 63 & 65) licenses are preferred. CFP is a plus.
  • A Bachelor's degree in finance, economics, or a related field is preferred.
* Ladders Estimates

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