Financial Advisor
Location: Plymouth Meeting, Pennsylvania
Description: One Penn Financial Group is looking of Financial Advisor right now, this position will be assigned in Pennsylvania. More complete informations about this position opportunity please read the description below. Local advisory firm seeking Financial Advisors to build trusted client relationships and provide unbiased financial advice. Responsible for providing comprehensive, personalized financial planning and execution, portfolio management, and ongoing feedback to help clients set goals and plan for the future.
By taking advantage of our advanced technology platform, our Financial Advisors also enjoy greater autonomy, flexibility, and scalability in building their practices and revenue potential. As a key contributor to delivering on our mission and growth, each Financial Advisor receives a significant share of the revenue they generate.
Requirements
- Passion to serve the needs of a variety of income classes
- Desire to offer objective financial advice without bias from commissions
- Entrepreneurial mindset, with the ability to network and grow your own book of business (which is yours forever)
- College Degree plus one of the following: Series 65 (or willingness to obtain), Series 66, Series 7/63. Additional certification (CFP, CPA, J.D., several others) preferred.
- At least 2 years of industry experience (preferred) with clean compliance record.
- Authorization to work in the US without restriction in duration.
Ideal Candidates
- Financial professionals who prioritize offering objective advice over selling products. We can help transition any existing clients.
- Senior planners with a desire to improve their ability to serve friends and former clients.
- Individuals beginning a career in financial advisory who plan to build an ethical practice with minimal overhead. Recent graduates of applicable undergraduate programs may apply and will be considered for a Junior Advisor role.
- CPAs or attorneys seeking a turnkey platform and expert resources in order to offer holistic financial advice as part of their practice.
- Career-changers who have business experience and demonstrated analytical, business development, and client relationship management skills.
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If you were eligible to this position, please email us your resume, with salary requirements and a resume to One Penn Financial Group.
Interested on this position, just click on the Apply button, you will be redirected to the official website
This position will be opened on: Fri, 13 Jul 2012 04:15:23 GMT