Wealth Advisor

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

The grass truly is greener as an independent business owner-but independence doesn't mean going it alone. Our team is here to support you with a full-time compliance officer, a CFA charter-holding CIO, and leadership from a producing CFP. We understand the resources you need to grow your business, safeguard your practice, and serve your clients effectively.

Independent Financial Advisor BenefitsCompetitive compensation package. (80 to 90% payouts)

• Backed by one of the largest broker-dealers in the USA.
• Supportive and collaborative team environment: Trading, Compliance and Operations

Independent Financial Advisor Responsibilities:

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

Independent Financial Advisor Qualifications:

• Proven track record of success in the financial services industry. (minimum of $200k in annual Fee production)
• Excellent communication, interpersonal, and presentation skills.
• Strong analytical and problem-solving skills.
• Client-focused and results-oriented.
• Series 7 and 66 (or 63 & 65) licenses are preferred. CFP is a plus.
• A Bachelor's degree in finance, economics, or a related field is preferred

Compensation:

$500,000 per year