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Financial Services Professional

1 month ago

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

Berthel 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 succeed - we succeed.

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.

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

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.