Financial Services Professional

3 weeks ago

Philadelphia, Pennsylvania, United States Berthel Fisher Companies Full time
Build Your Future: Investment Advisor with Equity Ownership Opportunity

We are a thriving financial planning practice seeking 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.

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.

What You'll Do:

  • 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.

What We Offer:

  • 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.

Responsibilities:

  • 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.

Compensation:

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.

  • Financial Services Professional

    4 weeks ago

    Philadelphia, Pennsylvania, United States Tristate Financial Advisors Full time

    About Tristate Financial AdvisorsWe're a fast-growing firm that specializes in providing comprehensive financial planning and wealth management services to help working-class individuals achieve their financial goals.Job SummaryWe're seeking a highly motivated and results-driven Financial Advisor/Wealth Manager to join our team. As a Financial Advisor,...

  • Financial Services Professional

    3 weeks ago

    Philadelphia, Pennsylvania, United States Northwestern Mutual Full time

    Unlock Your Potential in Financial ServicesAre you looking for a career that offers impact, income, and independence? Do you want to help individuals, families, and businesses achieve their financial goals? At Northwestern Mutual, our team of financial professionals build their careers by providing expert advice and guidance to clients.As a financial...

  • Financial Services Professional

    3 days ago

    Philadelphia, Pennsylvania, United States Fulton Bank Full time

    Job Title: Financial AdvisorAt Fulton Bank, we are seeking a highly skilled Financial Advisor to join our team. As a Financial Advisor, you will be responsible for providing expert financial guidance to our clients, helping them achieve their financial goals and objectives.Key Responsibilities:Assess clients' financial situations and develop personalized...

  • Financial Services Professional

    6 hours ago

    Philadelphia, Pennsylvania, United States Berthel Fisher Companies Full time

    Build Your Future: Investment Advisor with Equity Ownership OpportunityBerthel Fisher Companies (BFC) is a growing, national, financial services firm. Our mission is to excel in the independent financial services industry, utilizing integrity and family values to form positive and lasting relationships. We believe when our financial professionals and clients...

  • Financial Services Professional

    2 days ago

    Philadelphia, Pennsylvania, United States Fulton Bank, N.A. Full time

    Job SummaryWe are seeking a highly skilled Financial Advisor to join our team at Fulton Bank, N.A. As a Financial Advisor, you will be responsible for providing expert financial guidance to our clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesAssess clients' financial situations, identifying areas for improvement and...

  • Financial Services Professional

    3 days ago

    Philadelphia, Pennsylvania, United States Atria Wealth Solutions Full time

    Financial AdvisorAt Ardent Credit Union, we're seeking a skilled Financial Advisor to join our team and provide exceptional retirement and investment services to our members in the Philadelphia, PA area.Key Responsibilities:Identify and evaluate customer needs for financial services, assessing their objectives and goals to develop an investment strategy.Stay...

  • Financial Services Professional

    3 days ago

    Philadelphia, Pennsylvania, United States Atria Wealth Solutions Full time

    Financial Advisor OpportunityArdent Credit Union is seeking a Financial Advisor to provide retirement and investment services to its member base in the Philadelphia, PA area.Key Responsibilities:Identify and evaluate customer needs for financial services, assess objectives and goals, and develop an investment strategy to implement.Stay current on market...

  • Financial Services Professional

    3 days ago

    Philadelphia, Pennsylvania, United States Atria Wealth Solutions Full time

    Financial Advisor OpportunityArdent Credit Union is seeking a Financial Advisor to join its established investment program. As a key member of the team, you will be responsible for identifying and evaluating customer needs for financial services, developing investment strategies, and providing ongoing training and coaching to staff.Key...

  • Financial Services Professional

    3 weeks ago

    Philadelphia, Pennsylvania, United States Atria Wealth Solutions Full time

    Financial Advisor OpportunityArdent Credit Union is seeking a skilled Financial Advisor to join its team and provide retirement and investment services to its member base in the Philadelphia, PA area.Key Responsibilities:Identify and evaluate customer needs for financial services, develop investment strategies, and stay current on market conditions.Provide...

  • Financial Services Professional

    3 days ago

    Philadelphia, Pennsylvania, United States Atria Wealth Solutions Full time

    Financial Advisor OpportunityArdent Credit Union is seeking a skilled Financial Advisor to join its team and provide retirement and investment services to its member base in the Philadelphia, PA area.Key Responsibilities:Identify and evaluate customer needs for financial services, develop investment strategies, and implement solutions.Stay current on market...

  • Senior Financial Services Professional

    3 days ago

    Philadelphia, Pennsylvania, United States gpac Full time

    Financial Planner PositionThe Financial Planner position offers a competitive salary, a full range of benefits, and a management team who believes in and invests in their people. If you are a Financial Planner looking for an opportunity to join an organization that offers a professional environment for you to operate independently while still offering the...

  • Financial Services Professional

    4 days ago

    Philadelphia, Pennsylvania, United States Fulton Bank Full time

    Job Title: Financial AdvisorAt Fulton Bank, we are seeking a highly skilled Financial Advisor to join our team. As a Financial Advisor, you will be responsible for providing expert financial guidance to our clients, helping them achieve their financial goals and objectives.Key Responsibilities:Assess clients' financial situations and develop personalized...

  • Banking Professional

    3 days ago

    Philadelphia, Pennsylvania, United States PNC Financial Services Group Full time

    Job SummaryWe are seeking a skilled Banking Professional to join our team at PNC Financial Services Group. As a key member of our Retail Branch organization, you will be responsible for providing exceptional customer service, processing high-volume customer banking transactions, and developing banking product referral opportunities through strong customer...

  • Insurance and Financial Services Professional

    4 weeks ago

    Philadelphia, Pennsylvania, United States Kevin Lowber - State Farm Agent Full time

    {"h1": "Account Manager for Insurance and Financial Services", "p": "As a vital member of our team, you will grow our agency through meaningful client relations and act as a liaison between customer needs and agency departments. You will improve the lives of our customers by proactively marketing relevant products and services.", "ul": [{"li": "Develop and...

  • Senior Financial Advisor

    4 weeks ago

    Philadelphia, Pennsylvania, United States Prudential Financial Full time

    Unlock Your Potential as a Financial Advisor with Prudential FinancialPrudential Financial is seeking an experienced financial advisor to join our team in the greater Philadelphia market. As a financial advisor, you will have the opportunity to work with an existing book of clients, providing personalized financial solutions and helping individuals and...

  • Senior Financial Consultant

    3 weeks ago

    Philadelphia, Pennsylvania, United States Prudential Financial Full time

    Unlock Your Potential as a Financial Advisor with Prudential FinancialPrudential Financial is seeking an experienced financial advisor to join our team in the greater Philadelphia market. As a financial advisor, you will have the opportunity to work with an existing book of clients, grow your career and business, and provide financial solutions to...

  • Insurance and Financial Services Professional

    4 weeks ago

    Philadelphia, Pennsylvania, United States David Mayfield - State Farm Agent Full time

    Job OpportunityWe are seeking a highly motivated and sales-driven individual to join our team as an Insurance and Financial Services Position. As a key member of our State Farm Agent team, you will play a crucial role in identifying customer needs and marketing products or services that maximize value.ResponsibilitiesDevelop and execute strategies to develop...

  • Consumer Loan Sales Professional

    3 days ago

    Philadelphia, Pennsylvania, United States OneMain Financial Full time

    Job SummaryAt OneMain Financial, we're committed to providing responsible access to credit for hardworking Americans. As a Consumer Loan Sales Specialist, you'll play a critical role in helping customers achieve their financial goals by delivering personalized financial solutions and exceptional customer service.Key ResponsibilitiesDevelop and maintain...

  • Financial Operations Specialist

    1 month ago

    Philadelphia, Pennsylvania, United States Axcelus Financial Full time

    Accounting Associate RoleAt Axcelus Financial, we are seeking a highly skilled and detail-oriented Accounting Associate to join our team. This role will be responsible for supporting various general accounting, treasury, and financial reporting duties associated with Axcelus Financial and its affiliate entities.Key Responsibilities:Monitor and maintain daily...

  • Social Services Professional

    3 weeks ago

    Philadelphia, Pennsylvania, United States NewCourtland Senior Services Full time

    Job Title: Social WorkerWe are seeking a highly skilled and compassionate Social Worker to support our housing with supportive services program. The ideal candidate will have extensive experience working with adults dealing with substance abuse, homelessness, and behavioral health issues.Key Responsibilities:Conduct comprehensive assessments to determine...