Financial Advisor - Transcend Practice Management

FINANCIAL ADVISOR

Compensation: Base salary of $75K to $100K plus variable comp ($150K to $200K total first year)

Location: Greater Philadelphia area - Hybrid role

Are you a financial advisor with a proven track record of providing exemplary service to your clients while demonstrating exceptional closing skills? Are you someone who loves the close? Are you eager to work in partnership with experienced advisors heading a growing organization rather than going it alone? Do you take the long view of opportunities and get excited by the process of achieving success?

If you are looking for an opportunity to join with an established firm and partnering with a successful leader, this opportunity may be for you.

Our client firm:

• Is a holistic financial planning firm that has been named to the Inc. 5000 Fastest Growing Private Companies in America three years in a row.
• Is a marketing machine that generates quality first appointments for each advisor; no prospecting necessary!
• Works for some of the most amazing people in the country. Their clients are successful individuals and families who look forward to a rich retirement season. Highlighted services include retirement income planning, advanced tax planning, legacy planning, insurance optimization, and investment and portfolio risk management.
• Not only wants their clients to succeed, but they want their staff to succeed as well. They make sure to practice what they preach, and help their staff become engaged in their own success. They deliver training, mentoring, and numerous opportunities for a successful career outcome to all of those who join the team.
• Is a highly respected wealth management firm. They are very selective about whom they bring on board and with whom they do business.

Do you think you have what it takes? Let’s visit.  In your role as a Financial Advisor, you can expect to:

• Work alongside the entire team to adopt the firm’s philosophies, strategies, values, and standards for your own clients; adopt the Entrepreneurial Operating System (EOS)
• Work collaboratively with a service advisor that will be assigned to you to help manage the book
• Adopt the content shared in webinars and workshops to effectively connect with leads and prospects.
• Take on 3-6 new qualified appointments per week, as provided by the firm
• Take an active role in the business.
• Embrace business development opportunities that arise
• Share your ideas and perspectives on the business and the industry
• Discover new or updated tools and resources to keep the firm on the cutting edge
• Ensure a consistent experience for all clients of the firm through:
• Work collaboratively with the firm’s centralized financial planning and tax planning/preparation departments
• Continuously maintaining relationships with clients and understanding their unique circumstances, connections, talents, interests, etc.
• Responding to client service needs throughout the year
• Staying current on trends within the financial planning and investment arena

Qualifications for this opportunity include:

• At least 7 years experience working as an advisor (hybrid RIA preferred)
• Bachelor’s degree
• Series 65; life and health insurance licenses
• FINRA Series 7
• CFP® designation, ChFC, or CRPC a plus
• Experience selling fixed index annuity products
• Exceptional verbal and written communication skills
• Strong computer desktop skills: Microsoft Office Suite (Teams, Office, Sharepoint), Salesforce, Riskalyze, Moneytree, Tax Clarity, Right Capital
• Demonstrated closing ability
• Demonstrated job stability and commitment to career progression

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