Associate Financial Planner

Financial AdvisorBoutique Wealth Management FirmPhiladelphia, PAOverviewGrowing Independent RIA seeks a 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.HighlightsProvide guidance to high net worth and ultra-high net worth individuals and families on strategic asset management, estate, tax and financial planningManage, nurture, and maintain strong client relationshipsForward thinking and planning driven culture with an impressive track record of growth, supported by a client service team and professional managementCareer growth trajectory within the firmCompetitive compensation package including base salary, performance-based bonus potential, and benefitsBusiness development efforts to grow AUM are welcomed, though Relationship Management and Financial Planning for existing relationships will be your primary focusRequirements2-8+ years Financial Planning and Relationship Management experienceBachelor's degreeCFPSocial Media Marketing proficiency is preferred

Created: 2025-01-09