Financial Professional

2 months ago

Philadelphia, United States Berthel Fisher Companies Full time

Berthel Fisher Companies (BFC) is a growing, national, financial services firm. BFC supports four unique companies that provide investment management and financial products and services to independent financial professionals and their clients. Our mission is to excel in the independent financial services industry, utilizing integrity and family values to form positive and lasting relationships. Building on this tradition, we believe when our financial professionals and clients succeed - we succeed.


*Please note, the position below is considered to be a remote role, however, it will be offered to candidates that only reside within NY, NJ, or PA geographical regions. We are looking for a highly motivated, seasoned, financial professional who is independent or wants to become independent. The candidate preferably has some current GDC and is looking for a firm that will help them grow.


Build Your Future: Investment Advisor with Equity Ownership Opportunity

Are you a seasoned investment advisor seeking a rewarding and entrepreneurial path and are located in the NY, NJ, PA geographical region?

We are a thriving financial planning practice searching for a highly motivated and/or experienced advisor to join our team and become a partner. This is an exceptional opportunity for a qualified individual to acquire an ownership stake in a well-established and successful firm.


Do you crave the freedom and rewards of business ownership, combined with the intellectual challenge of crafting personalized investment strategies?

We are a well-established investment advisory firm seeking a talented and ambitious advisor to join our team and become a partner in our future success. This is a unique opportunity to acquire an ownership stake (equity) in our practice, allowing you to directly benefit from the growth you help create.


Who We Are:

  • A successful and established investment advisory firm with a strong reputation for client service and performance.
  • A team of experienced professionals dedicated to providing comprehensive financial planning and investment solutions.
  • A collaborative and supportive environment that fosters continuous learning and growth.


Who You Are:

  • A highly motivated and entrepreneurial investment advisor. Fully licensed Series 7, 65 or 66, CFP a plus.
  • A strong understanding of financial markets, asset allocation, and building investment strategies, trading models, excel models.
  • Possess exceptional analytical skills and a passion for building sophisticated financial models.
  • A clear communicator who can build strong relationships with clients and understand their unique needs.
  • A driven individual with a genuine desire to grow the business, bring in new assets on an annual basis and build a successful practice.
  • Bringing your own clients/book of business a plus but not a requirement.


The Opportunity:

  • Become a partner in a successful and growing practice.
  • Build your own book of business and leverage the firm's established client base.
  • Enjoy the freedom and flexibility of a partnership structure.
  • Remote work environment
  • Collaborate with a supportive team and contribute to the strategic direction of the firm
  • Financing assistance to acquire partnership buy-in.


Why This is Different:

This is not just a job - it's an opportunity to become an owner with an equity buy in and equity earnout. You will have a vested interest in the success of the firm and be directly rewarded for your contributions. We offer a competitive compensation package with equity ownership from day one, significant growth, and the potential for significant equity ownership increases over time.

You will be empowered to develop your own client base and tailor investment strategies to meet their specific goals. We provide a collaborative and supportive environment where you can learn from experienced professionals and grow your career.


Are you ready to take the next step in your career and build your own legacy?

If you are a talented and ambitious advisor who thrives in a dynamic environment, we encourage you to submit your resume and a cover letter outlining your vision for growth.


This is a unique opportunity to become a partner in our success. Don't miss out


Responsibilities/Skills

  • Provide financial planning support to clients
  • Meet individually with clients to determine their financial objectives, risk tolerance, income, expenses and assets
  • Perform market research to stay current with financial trends
  • Maintain compliance with all rules and regulations in the financial industry
  • Follow compliance guidelines of B/D or RIA
  • Identify and pursue potential clients to maintain a strong client base
  • Special attention to detail
  • Excellent interpersonal and communication skills


This is a 1099 contract position; commission role (salary or hourly pay not included unless otherwise stated.) and allows for unlimited earning potential. Build an income stream that could be 6 or 7 figures based on your efforts and our help The range is a good faith estimate of the compensation for this position based on the ideal candidate’s qualifications, the Company’s operational needs, and other considerations permitted by law. The actual pay offered to a specific candidate may vary.

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