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Financial Advisor/ Wealth Manager
Financial Advisor/ Wealth ManagerPhiladelphia Staffing • Philadelphia, PA, US
Financial Advisor / Wealth Manager

Financial Advisor / Wealth Manager

Philadelphia Staffing • Philadelphia, PA, US
15 hours ago
Job type
  • Permanent
Job description

Financial Advisor / Wealth Manager Philadelphia

This role requires a contemporary way of thinking and doing. At TFA, we've completely reinvented the concept of financial advice to provide our clients with a whole new level of expertise. On a daily basis, our advisors :

  • Meet with clients to assess their financial needs
  • Develop customized financial plans to address each of the clients desired goals
  • Maintain strong relationships with clients, helping them track their progress over time
  • Identify and set appointments with potential clients
  • Provide ongoing consultation and support

Some features of this position include :

  • A comprehensive training program that includes financial planning, analyzing investment portfolios, management, and portfolio recommendations, marketing techniques, consultative selling, client service, and regulatory compliance
  • Uncapped earning potential advisors can make $100,000+ in their first year; advisors must be comfortable with the majority of their compensation coming from their results
  • Significant career growth opportunities within the company, including a leadership program (District Manager, Field Vice President, and other opportunities)
  • One on one training from seasoned leaders in the financial planning industry
  • Job Requirements :

  • Must obtain series licenses and qualify to be approved to be a Financial Advisor prior to starting in office
  • Must be a U.S. or Permanent Resident
  • Must be willing to work onsite; this is not a remote position
  • Associate degree in business or related industry is essential
  • Compensation will be provided after completion of licenses and all other qualifications are met for being a Financial Advisor. Average earnings of a first-year Financial Advisor exceed $50,000 with top earners making an excess of $100,000.

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    Financial Advisor Wealth • Philadelphia, PA, US

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