Financial Advisor

Tristate Financial Advisors; Philadelphia (Philadelphia County); On-site; USD 70,000 - 110,000; Full time

Job summary

Tristate Financial Advisors, a branch of Florida Financial Advisors, is seeking a Financial Advisor for a full-time on-site role in Philadelphia, PA. The advisor will deliver comprehensive financial planning, retirement planning, and investment guidance to clients, building lasting financial strategies tailored to individual goals.

The role emphasizes analytical rigor, strong communication, and client service excellence, with certification such as CFP or ChFC considered a plus and a relevant

Qualifications

• Bachelor's degree in Finance, Business, Economics, or related field.
• CFP or ChFC certification is a plus.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal abilities.

Responsibilities

• Provide comprehensive financial advisory services to clients.
• Deliver financial planning and retirement planning guidance.
• Offer investment advice aligned with client goals.

Skills

Financial Planning

Retirement Planning

Investments

Analytical Thinking

Communication

CFP/ChFC Bonus

Education

Bachelor's degree in Finance, Business, Economics, or related field

Job description

Tristate Financial Advisors, a branch of Florida Financial Advisors, is a full-service comprehensive financial and wealth management firm specializing in the financial needs of Tristate residents. With a focus on personalized financial strategies, we help clients realize their dreams and navigate their financial future. Located in Philadelphia, PA, we take a holistic approach by considering your career and company benefits to maximize your financial future.

Company Description

Tristate Financial Advisors, a branch of Florida Financial Advisors, is a full-service comprehensive financial and wealth management firm specializing in the financial needs of Tristate residents. With a focus on personalized financial strategies, we help clients realize their dreams and navigate their financial future. Located in Philadelphia, PA, we take a holistic approach by considering your career and company benefits to maximize your financial future.

Role Description

This is a full-time on-site role for a Financial Advisor at Tristate Financial Advisors. The Financial Advisor will be responsible for financial planning, retirement planning, investment advice, and providing comprehensive financial advisory services to clients.

Qualifications

• Financial Planning and Finance skills
• Retirement Planning expertise
• Knowledge of Investments and Financial Advisory
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal abilities
• Certification such as CFP or ChFC is a plus
• Bachelor's degree in Finance, Business, Economics, or related field