Money Counselor

Financial Advisor$ 100,000.- $150,000 [ Could be Higher depending on Portfolio]Needs in several offices- NY/NJ ; Florida ; Phila; Pittsburgh .Financial AdvisorWe are entrepreneurs collaborating with entrepreneurs, proprietors assisting high-net-worth individuals and those who manage small and mid-size enterprises.RESPONSIBILITIESCreating comprehensive, fee-based personal financial strategies for individuals and households.Offering various investment advisory services including proposal creation, asset allocation modeling, etc.Conducting some trading and rebalancing of client portfolios.Meeting clients individually or in a team setting with a partner to evaluate financial and investment strategies.Addressing various client service requests throughout the year.Aiding in the expansion of the firm by acquiring new clients and retaining existing ones.QUALIFICATIONSBachelor’s Degree in business or finance.4+ years’ experience as a personal financial advisor/plannerIndustry related professional designations such as CFP preferredThe ideal candidate will possess the Series 65 & insurance licensesThis individual will be highly motivated with a strong desire to succeed.Excellent organizational, communication, interpersonal, and computer skills required.BENEFITS WE OFFER:Competitive CompensationLucrative New Business & Employee Referral BonusesAnniversary BonusOpen Paid-time-off policy for professional staffWe provide a flexible work environment to offer work/life balance.401(k) plan with company match and profit sharingMedical, dental, and vision insuranceCompany Paid Life InsuranceAffordable Short- & Long-Term Disability InsuranceAffordable Accidental and Critical Illness Insurance10.5 Paid holidaysDisability InsuranceTuition ReimbursementAnnual Performance Reviews