Associate Financial Advisor
Boutique Wealth Management Firm
Philadelphia, PA
Overview
Growing Independent RIA seeks an Associate Financial Advisor and CFP to provide comprehensive financial planning services to high net worth and ultra high net worth clientele while maintaining and growing relationships.
The Firm offers comprehensive investment management and financial planning for a sophisticated client base.
Highlights
- Provide guidance to high net worth and ultra-high net worth individuals and families on strategic asset management, estate, tax and financial planning
- Manage, nurture, and maintain strong client relationships
- Forward thinking and planning driven culture with an impressive track record of growth, supported by a client service team and professional management
- Career growth trajectory within the firm
- Competitive compensation package including base salary, performance-based bonus potential, and benefits
- Relationship Management and Financial Planning for existing relationships
Requirements
- 2-8+ years Financial Planning and Relationship Management experience
- Bachelor's degree
- CFP