Hybrid Financial Advisor: Personal Wealth & Planning

SC Staffing & Consulting; Pennsylvania; Hybrid; USD 65,000 - 95,000; Full time

Job summary

SC Staffing & Consulting is seeking a client-focused Financial Advisor hybrid in Pennsylvania. You will meet with clients to assess goals, develop customized plans, and recommend investment solutions.

You will monitor portfolios, maintain ongoing guidance, generate new business, and ensure compliance. The role requires 2+ years in financial planning or advising, and preferred/licenses include FINRA Series 7/66, PA insurance, and CFP certification.

Qualifications

• Bachelor's degree in finance, business, economics, or related field.
• 2+ years of financial planning or advisory experience.
• FINRA licenses (Series 7, 66, or equivalent) preferred or willingness to obtain.
• PA insurance license preferred or willingness to obtain.
• CFP certification preferred or willingness to obtain.

Responsibilities

• Meet with clients to assess financial goals, risk tolerance, and financial situation.
• Develop customized financial plans.
• Recommend appropriate financial products and investment solutions.
• Monitor client portfolios based on changing market conditions and life events.
• Maintain regular communication and current guidance with clients.
• Generate new business.
• Ensure compliance.

Skills

Financial planning

Investment guidance

Retirement planning

Wealth management

Client focus

Relationship building

Education

Bachelor's degree in Finance or related field

Job description

SC Staffing & Consulting is seeking a client-focused Financial Advisor hybrid in Pennsylvania. You will meet with clients to assess goals, develop customized plans, and recommend investment solutions.

You will monitor portfolios, maintain ongoing guidance, generate new business, and ensure compliance. The role requires 2+ years in financial planning or advising, and preferred/licenses include FINRA Series 7/66, PA insurance, and CFP certification.