Private Client Financial Advisor - Greater Philadelphia

Experienced Private Client Financial Advisors (PCFAs) help individuals and families achieve their financial goals through personalized wealth management strategies.

Conduct thorough client discoveries, develop tailored financial plans, and utilize internal resources for services like financial planning, investment, insurance, and estate planning.

Build and grow a high-quality practice by fostering relationships with clients and partners, promoting wealth management capabilities, and expanding existing accounts.

Collaborate in a team-oriented, client-focused environment emphasizing professional growth and client interests.

Requirements include Series 7, 63, 65 (or 66), valid insurance licenses or ability to obtain within 60 days, 2+ years in financial advising, experience with high-net-worth clients, and a bachelor’s degree preferred.

The role offers a salary range of $150,000-$200,000 plus discretionary bonuses, benefits, flexible hours, and career growth opportunities.