Pennsylvania Certified Financial Advisor
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Job Summary
To support a growing financial advisory practice, the full-time Pennsylvania Certified Financial Advisor will build and maintain client relationships, deliver financial advice, and provide complex portfolio management guidance in Malvern, PA.
Key responsibilities
- Establish, grow, and maintain long-term relationships with clients
- Partner with investors to help them plan their financial goals
- Develop personalized investment strategies and deliver financial planning guidance
Required qualifications
- Certified Financial Planner (CFP) designation required
- Series 7 and 63 or 66 licenses (or ability to acquire within 3 months)
- Three to five years of advisory experience in financial planning and relationship management
- Proven experience managing a book of business with client satisfaction
- In-depth knowledge of financial planning, investment strategies, and industry regulations
Complete Job Description
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