Independent Wealth Management Advisor - Build Your Practice

Fortivus Wealth Group; King of Prussia (PA); On-site; USD 61,000 - 210,000; Full time

Benefits offered by this job

Flexible practice building with firm’s

Licensing and training support

Competitive benefits package

Job summary

Fortivus Wealth Group is seeking an Entity Advisor (Wealth Management Advisor) to help clients achieve their financial goals through comprehensive planning. You will build long-lasting relationships, offer tailored guidance, and leverage our firm's resources and network to deliver solutions.

You will receive extensive training, hands-on experience, mentorship, and licensing support while developing a practice that includes asset and income protection, investment, trust services, and business

Qualifications

• Must obtain PA Life & Health Certification, SIE, Series 6 or 7, and 63
• Ideal designations: CLU, ChFC, CFP (can be pursued post hire)
• Excellent time-management, strong written and verbal communication, and proven leadership abilities
• Legal authorization to work in the US without sponsorship

Responsibilities

• Client Building: Develop and maintain a client base through networking, referrals, and providing exceptional service.
• Financial Planning: Offer customized financial solutions including asset and income protection, education funding, investment and advisory services, trust services, and retirement solutions.
• Needs‑Based Analysis: Conduct thorough analyses to ensure clients' needs are met at every life stage, managing financial risk and achieving financial security.
• Education and Development: Continuously educate yourself through sponsored licensing and ongoing professional development.
• Client Management: Review and maintain client financial plans, providing ongoing advice and adjustments as needed.
• Business Development: Own the development and management of your business, leveraging Fortivus Wealth Group’s resources and building a referral‑based clientele.

Skills

Time management

Written communication

Verbal communication

Leadership

Education

Undergraduate degree in business or related field

Tools

PX Financial Planning Software

Job description

Fortivus Wealth Group is seeking an Entity Advisor (Wealth Management Advisor) to help clients achieve their financial goals through comprehensive planning. You will build long-lasting relationships, offer tailored guidance, and leverage our firm's resources and network to deliver solutions.

You will receive extensive training, hands-on experience, mentorship, and licensing support while developing a practice that includes asset and income protection, investment, trust services, and business