Private Client Financial Advisor - Greater Philadelphia

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

Develop tailored financial plans, including investment management, insurance, and estate planning.

Build and maintain relationships with clients and partners to generate new business and grow existing accounts.

Proactively outreach to clients and prospects to promote wealth management services.

Collaborate with internal specialists to deliver comprehensive solutions.

Qualifications include Series 7, 63, 65 (or 66), active insurance licenses, 2+ years in financial advising, and experience with high-net-worth clients.

Strong team orientation, client development skills, and familiarity with dynamic environments are essential.

The role offers a salary range of $150,000-$200,000 plus discretionary bonuses, benefits, flexible hours, and a supportive culture focused on growth and inclusion.