Independent Wealth Advisor — High Earnings & Full Support

ThinkingAhead; Philadelphia (Philadelphia County); On-site; USD 425,000 - 575,000; Full time

Benefits offered by this job

Competitive compensation

High payout 80-90%

Broker-dealer backing

Supportive team environment

Job summary

ThinkingAhead is seeking an Independent Financial Advisor to build and maintain strong client relationships and provide comprehensive financial planning advice, including investments, retirement, estate planning, and insurance.

Backed by one of the largest broker-dealers in the USA, the team offers support in trading, compliance and operations, with an attractive compensation package and payouts ranging 80 to 90%. The role pays approximately $500,000 per year.

Qualifications

• Proven track record of success in financial services (minimum $200k annual fee production).
• Excellent communication, interpersonal, and presentation skills.
• Strong analytical and problem-solving abilities.
• Client-focused and results-oriented approach.

Responsibilities

• Build and maintain strong client relationships.
• Provide comprehensive financial planning: investments, retirement, estate planning, and insurance.
• Conduct needs assessments and develop personalized financial plans.
• Manage client portfolios and ongoing investment management services.
• Educate clients on financial concepts and market trends.
• Generate leads and build a strong referral network.
• Comply with regulatory and compliance requirements.

Skills

Communication

Interpersonal skills

Presentation skills

Analytical skills

Education

Bachelor's degree in finance or economics

Tools

Series 7

Series 66

Job description

ThinkingAhead is seeking an Independent Financial Advisor to build and maintain strong client relationships and provide comprehensive financial planning advice, including investments, retirement, estate planning, and insurance.

Backed by one of the largest broker-dealers in the USA, the team offers support in trading, compliance and operations, with an attractive compensation package and payouts ranging 80 to 90%. The role pays approximately $500,000 per year.