CFP Financial Advisor-Philadelphia Area

Our client believes true financial wellness is a journey, not just a destination. As a dedicated Advisor, the firm goes beyond traditional portfolio management to coordinate every aspect of our clients' financial lives, from investments and insurance to tax planning and estate strategies. Their mission is to ensure every piece of the financial ecosystem works together seamlessly, providing clients with the peace of mind that comes from knowing everything is in order. Our client is a team of trusted partners who anticipate our clients' needs before they even have to ask.

Position Summary

Our client is seeking a highly motivated and client-focused Financial Advisor to join their team as a Wealth Coach aka Financial Advisor. In this role, you will build and maintain long-term relationships, delivering a comprehensive and personalized approach to financial planning. The ideal candidate has a passion for helping people achieve their financial goals and a dedication to service that aligns with our philosophy of true partnership. You will serve as a holistic guide, helping clients navigate their financial journey with clarity and confidence.

Key Responsibilities

• Client Relationship Management: Build and nurture strong, lasting relationships with clients, providing a high-touch, consultative service that reflects our firm's commitment to excellence.
• Holistic Financial Planning: Develop and implement personalized financial plans that encompass investment strategy, retirement planning, insurance, estate considerations, and tax management.
• Ecosystem Coordination: Act as the central point of contact for clients, coordinating with other financial professionals such as accountants and attorneys to ensure all financial aspects are working together seamlessly.
• Financial Education and Empowerment: Educate and coach clients on their financial options, helping them to build better money habits, improve their financial literacy, and make informed decisions.
• Portfolio Management: Analyze clients' financial status and market trends to develop and monitor investment portfolios that align with their goals and risk tolerance.
• Accountability and Guidance: Provide ongoing support and accountability to keep clients engaged and on track toward achieving their financial objectives.

Qualifications

• Bachelor's degree in Finance, Economics, Business, or a related field.
• Minimum of 5-7 years of experience as a Financial Advisor, Wealth Manager, or in a related field.
• CFP® certification
• Proven track record of success in developing and maintaining client relationships.
• Strong analytical, communication, and interpersonal skills.
• A passion for working with people and a genuine interest in their financial well-being.
• High ethical standards and a commitment to professional integrity.