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Wealth Advisor

thinkingahead executive searchCoatesville, PA

today

Occupations

Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsInvestment Fund Managers

Industries

Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody Activities

$500,000 per year

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About the role

The grass truly is greener as an independent business owner—but independence doesn't mean going it alone. Our team is here to support you with a full-time compliance officer, a CFA charter-holding CIO, and leadership from a producing CFP. We understand the resources you need to grow your business, safeguard your practice, and serve your clients effectively. Independent Financial Advisor Benefits Competitive compensation package. (80 to 90% payouts) Backed by one of the largest broker-dealers in the USA.Supportive and collaborative team environment: Trading, Compliance and Operations
Independent Financial Advisor Responsibilities: Build and maintain strong client relationships. Provide comprehensive financial planning advice, including investment strategies, retirement planning, estate planning, and insurance. Conduct financial needs assessments and develop personalized financial plans. Manage client portfolios and provide ongoing investment management services. Educate clients on financial concepts and market trends. Generate leads and build a strong referral network. Comply with all applicable regulatory and compliance requirements.
Independent Financial Advisor Qualifications:
  • Proven track record of success in the financial services industry. (minimum of $200k in annual Fee production)
  • Excellent communication, interpersonal, and presentation skills.
  • Strong analytical and problem-solving skills.
  • Client-focused and results-oriented.
  • Series 7 and 66 (or 63 & 65) licenses are preferred. CFP is a plus.
  • A Bachelor's degree in finance, economics, or a related field is preferred
Compensation: $500,000 per year

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JOB OVERVIEW

Salary

$500,000 per year

Experience level

Senior

Location

Coatesville, PA

Occupation

Personal Financial Advisors

Industry

Portfolio Management and Investment Advice

Posted

today

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