Private Client Financial Advisor - Greater Philadelphia

Experienced Private Client Financial Advisors (PCFAs) help clients achieve their financial goals through personalized planning and wealth management.

Develop tailored strategies in a collaborative, client-focused environment.

Build and maintain strong relationships with clients and key partners to generate new business and deepen existing accounts.

Conduct proactive outreach to promote wealth management services, utilizing expertise in financial planning, investments, insurance, and estate planning.

Require active Series 7, 63/65 (or 66), and insurance licenses, with at least 2 years in financial advising or related experience.

Prefer a bachelor’s degree and experience servicing high-net-worth individuals in a team-oriented banking setting.

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