1790 Yardley-Langhorne Road, Suite 202
Responsibilities Include but are not limited to:
The following licenses/designations are preferred:
We are currently seeking Associate Financial Advisors to help take our local firm to the next level. The primary responsibilities will be collaborating with our experienced advisors to maintain profitable, professional client relationships with our current client base, and review/present client-related financial plan recommendations or implementation processes with all existing clients. All candidates should demonstrate a desire to network, build relationships and communicate effectively with people. This is a great opportunity for an aspiring advisor to shadow the firm owner, be involved in client meetings early on, and contribute to a growing firm that leverages technology and is positioned for growth. Potential opportunities for acquisition and/or succession plans may exist in certain situations.
Work with clients to analyze, research, and implement solutions in their individual financial situations
We are seeking a highly committed, motivated, and organized college individual with strong initiative and excellent communication skills. Your role will be to assist senior financial planners with providing exceptional service to our clients. The position will provide exposure to all aspects of personal financial planning including tax analysis, cash flow management, retirement analysis, estate planning, and risk management.
Responsibilities Include, but are not limited to: