Senior Financial Advisor – CFP Book
Job in
Philadelphia, Philadelphia County, Pennsylvania, 19117, USA
Listed on 2026-07-08
Listing for:
Ritholtz Wealth Management LLC
Full Time
position Listed on 2026-07-08
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Financial Services
Job Description & How to Apply Below
A wealth management firm is seeking an experienced Financial Advisor to work directly with clients on their investment and financial needs. This role requires a Certified Financial Planner (CFP) with at least 7 years in a client-facing role in the financial services industry. The advisor will develop and manage complex financial plans while ensuring compliance with industry regulations. A competitive salary ranging from $250,000 to $800,000 is offered based on qualifications.
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Position Requirements
10+ Years
work experience
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