Wealth Advisor
On-site · Philadelphia, Pennsylvania, United States
Job Summary
Wealth Advisor to lead investment and financial planning services for clients, focusing on retaining and growing wallet share through existing clients and referrals. Responsibilities include delivering investment and financial planning services, presenting client-focused advice solutions, coordinating client events on wealth topics, maintaining CRM records, and mentoring associates. Requires strong client relationship management, portfolio review, investment recommendations, and proficiency with CFP/CFA/CPA possibilities. Location: Philadelphia, PA (onsite).
Required Qualifications
- Bachelor's Degree in business, finance, or a related field.
- Series 7, 66, or 63/65 registration.
- CFP preferred; CFA or CPA also desirable.
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