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 complianceUncapped earning potential advisors can make $100,000+ in their first year; advisors must be comfortable with the majority of their compensation coming from their resultsSignificant 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 industryJob Requirements :
Must obtain series licenses and qualify to be approved to be a Financial Advisor prior to starting in officeMust be a U.S. or Permanent ResidentMust be willing to work onsite; this is not a remote positionAssociate degree in business or related industry is essentialCompensation 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.