Financial Advisor

Thrive Wealth Management, LLC; Lower Providence Township (PA); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Revenue sharing

Bonus potential

Comprehensive benefits

Job summary

Thrive Wealth Management, LLC is seeking a full-time Financial Advisor to acquire new clients and service their high net worth needs. The role emphasizes sales and relationship building within a proactive team.

You will lead the iThrive Life Planning Process and collaborate with a close-knit group to deliver tailored financial planning and exceptional client service.

Qualifications

• Minimum five years in financial services with a proven sales track record.
• Bachelor degree required; CFP designation pursued or obtained preferred.
• Excellent communication, listening, and client relationship skills.

Responsibilities

• Acquire new high net worth clients and service their needs.
• Lead and organize the iThrive Life Planning Process workflow.
• Collaborate with the team to build client loyalty through a united approach.

Skills

Sales experience

Client service mindset

Interpersonal skills

Communication skills

Big picture thinking

Education

Bachelor degree with at least five years experience in financial services

CFP designation candidate or obtained

Tools

Redtail CRM

Orion

Money Guide Pro

Kwanti

Job description

Thrive Wealth Management, LLC is an independent comprehensive financial planning firm.

Position Summary:

We are a rapidly growing firm seeking a full time Financial Advisor responsible acquiring new clients and servicing their needs. The focus of the position is sales and servicing high net worth clients.

About the job | What you’ll be doing:

• Marketing/Selling yourself as a financial planning professional and the Thrive Story.
• Lead and organize the technical tasks and workflow for the iThrive Life Planning Process™
• Be part of a broader team all working together to build client loyalty through a “one team” approach.

Qualifications| What we’re looking for:

• Be an extrovert comfortable selling yourself and Thrive Wealth.
• Have a proven sales track record.
• Must demonstrate core Thrive Wealth Management values of trust, teamwork and accountability.
• Must have a passion for client service.You enjoy talking with clients and are interested in getting to know them and helping them achieve their goals.
• Display well-developed interpersonal and communication skills including the ability to quickly engage and connect, actively listen, empathize, ask questions and respond in language that clients understand.
• Be a “Big Picture” thinker
• Bachelor degree with at least five years experience working in the financial services industry.
• Have already obtained or interested in obtaining the CFP® designation.

Our Goals for the Person in this Position:

• Reward EXCEPTIONAL behavior.
• Provide premium compensation relative to other independent, planning focused firms.
• Provide an opportunity and the environment necessary for professional growth that will ensure long term success in our industry.
• Provide opportunities for continuing education.

Skills:

• Proficiency with Microsoft Office Products is required. Familiarity with Redtail CRM, Orion, Money Guide Pro, and Kwanti preferred.

Compensation:

• Revenue sharing based on production, opportunity for bonus, and comprehensive benefits.