Tax Partner
$100k - $150kFinancial Advisor
$ 100,000.- $150,000 [ Could be Higher depending on Portfolio]
Needs in several offices- NY/NJ ; Florida ; Phila; Pittsburgh .
Financial Advisor
We are entrepreneurs working with entrepreneurs, owners working with high-net-worth individuals and those who are owners of small and mid-size businesses .
RESPONSIBILITIES
- Developing comprehensive, fee-based personal financial plans for individuals and families.
- Providing various investment advisory services including proposal development, asset allocation modeling, etc.
- Some trading and rebalancing of client portfolios.
- Meeting with clients individually or on a team basis with a partner to review financial and investment plans.
- Responding to various client service requests throughout the year.
- Helping the firm grow through acquisition of new clients and retention of existing clients.
QUALIFICATIONS
- Bachelor’s Degree in business or finance.
- 4+ years’ experience as a personal financial advisor/planner
- Industry related professional designations such as CFP preferred
- The ideal candidate will possess the Series 65 & insurance licenses
- This individual will be highly motivated with a strong desire to succeed.
- Excellent organizational, communication, interpersonal, and computer skills required.
BENEFITS WE OFFER:
- Competitive Compensation
- Lucrative New Business & Employee Referral Bonuses
- Anniversary Bonus
- Open Paid-time-off policy for professional staff
- We provide a flexible work environment to offer work/life balance.
- 401(k) plan with company match and profit sharing
- Medical, dental, and vision insurance
- Company Paid Life Insurance
- Affordable Short- & Long-Term Disability Insurance
- Affordable Accidental and Critical Illness Insurance
- 10.5 Paid holidays
- Disability Insurance
- Tuition Reimbursement
- Annual Performance Reviews
Vacancy posted a month ago
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