Financial Advisor

4 weeks ago

Lehigh County, United States SearchTower Full time

SearchTower is partnering with a prominent Registered Investment Advisory Firm in Eastern Pennsylvania to identify an experienced Financial Advisor to support their growing book of business. This role offers a competitive base salary plus bonus structure.

Position Overview:

The Financial Advisor will be responsible for delivering exceptional client service to existing accounts while actively developing tailored financial plans and strategies based on clients' needs. The ideal candidate will have at least 5 years of experience in financial advisory services and possess advanced knowledge of personal financial matters, including investment fundamentals and insurance portfolio reviews. This role provides the opportunity to both serve and grow the firm’s client base through continued relationship management and revenue growth.


QUALIFICATIONS / REQUIREMENTS

Bachelor’s Degree in Accounting, Business, Finance, or Financial Planning.

  • Professional designation or advanced degree such as CFP®, CFA®, MBA, etc.
  • Registered with FINRA Series 7 and 66 or 63/65 licenses.
  • Tax planning and 1040 preparation experience, a plus.
  • Minimum 5-7 years of experience working in financial services, preferably at an RIA or brokerage firm
  • Strong interest or experience in personal wealth management and financial planning.
  • Experience working directly with clients and comfortable being part of a client servicing organization.
  • The ability to multitask and work on numerous projects simultaneously. A proven track record of accomplishment is required.
  • Excellent technological skills, including Microsoft Office, strongly emphasizing Excel.
  • Experience working with CRM software (Tamarac experience is preferred)
  • Desire to work for a mid-sized, privately owned company that is in the process of expanding.
  • Energetic and eager to learn from a group of expert advisors and tenured staff members.
  • Excellent problem-solving skills and the ability to work and resolve issues independently.
  • Clean criminal record and subject to FINRA fingerprinting and registration.

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