Associate Financial Advisor

Overview

Growing Independent RIA seeks an Associate Financial Advisor and CFP to provide comprehensive financial planning and advisory services to high net worth and ultra high net worth clientele while maintaining and growing relationships. The Firm offers comprehensive investment management and financial planning for a sophisticated client base.

• Provide guidance to high net worth and ultra-high net worth individuals and families on strategic asset management, estate, tax and financial planning
• Manage, nurture, and maintain strong client relationships
• Forward thinking and planning driven culture with an impressive track record of growth, supported by a client service team and professional management
• Career growth trajectory within the firm
• Competitive compensation package ($90,000 – $110,000 base plus bonuses ranging from $9,000 – $30,000, and excellent benefits).
• Relationship Management and Financial Planning for existing relationships
• Hybrid - 3-4 days in office

• 2-8+ years Financial Planning and Relationship Management experience
• CFP

• Seniority level:
  Associate
• Employment type:
  
  Full-time
• Job function:
  Finance and Consulting
• Industries:
  Financial Services and Investment Management

Base pay range: $90,000.00/yr - $/yr

Additional compensation types:
Annual Bonus

Location:

Philadelphia, PA

Hybrid work arrangement: 3-4 days in office