Financial Advisor

1 day ago


Horsham, United States Franklin Retirement Solutions Full time

Company DescriptionFranklin Retirement Solutions (FRS) is an independent retirement planning firm with over two decades of experience serving clients in the Philadelphia Metro area.Role DescriptionThis is a full-time on-site role in Horsham, PA, for a Financial Advisor. The Financial Advisor will assist clients with comprehensive financial planning, retirement planning, and investment guidance. Day-to-day responsibilities include meeting with prospects and clients, analyzing their financial needs, developing tailored financial strategies, and providing expert insights on investments and wealth management. This role also involves staying current with financial market trends and regulatory changes. We are accepting applicants with previous financial planning experience, but also applicants who "have what it takes" to learn the industryQualificationsProven experience in financial sales, investment management, or related roles.Series 65 or 66. Pennsylvania Insurance (or will obtain one).Certified Financial Planner designation a plus but not required.Proficiency in financial analysis tools and software; familiarity with research methods in finance is a plus.Solid understanding of financial concepts such as portfolio management, cash management, accounting principles, and technical accounting standards.Excellent math skills with the ability to interpret complex data and translate it into actionable advice.Exceptional customer relationship management skills to build trust and foster long-term client partnerships.Embark on a rewarding career where your expertise transforms lives We are committed to supporting your professional growth by providing a stimulating environment filled with opportunities to learn new skills and deepen your knowledge of comprehensive financial planning. Join us in making a positive impact—helping individuals secure their futures while advancing your career in the vibrant world of finance Future pay will be based on job performance.Job Type: Full-timePay: $100,000.00 - $150,000.00 per yearExcellent Benefits, including:401(k)Dental insuranceHealth insuranceLife insuranceAnnual Incentive TripWork Location: In person



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