Location
Remote
Salary
Not specified
Type
fulltime
Posted
Today
via linkedin
Job Description
Our client, a registered investment advisor in the Philadelphia area, is currently seeking an Investment Advisor to join their growing team. The incumbent can sit in Malvern, Newtown, Center City, Camden, NJ or Mt. Laurel, NJ.
Responsibilities
- Act as a secondary advisor on a $500MM portfolio
- Develop new business as a lead advisor
- Deliver tailored investment strategies and holistic planning to a mix of individuals, families, and institutions
- Build and deepen client relationships
- Serve as a first point of contact for clients
- Stay updated on investment products, portfolio management principles, and market trends
Qualifications
- Series 65, CFP or equivalent is required
- Bachelor's degree in business, finance or economics required
- Over two years of experience as an investment advisor
- High level of professionalism, integrity, and commitment to fiduciary principles
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