Lead Advisor · 1 day ago
Wealth Management Advisor (Training and CFP Track)
Philadelphia, PA
Full-time
Onsite
New Grad, Entry Level
$82K/yr - $150K/yrLead Advisor, LLC is a wealth management firm seeking a Wealth Management Advisor to build a financial planning practice. The role involves building client relationships, constructing comprehensive financial plans, and managing a practice with support from the firm.
ConsultingInformation TechnologySecurity
Responsibilities
Build relationships with prospective clients
Help clients think about future financial planning and personal goals
Constructing comprehensive plans
Educating clients on recommendations and sharing financial advice
Follow up with clientele to update their plans while their life and markets/economy change
Manage your practice with support from a major firm
Marketing and networking
Training will teach planning and business building fundamentals
Comprehensive planning could include; Savings, debt reduction and cash flow planning, Investment strategies and portfolio management, Retirement Planning and Retirement Income Planning for retirees, Insurance Planning: Life, Disability, Long Term Care, Estate Planning for charitable giving and passing down assets, Major purchase planning such as a house, business or education funding, Tax implications
Qualification
Required
Bachelors Degree
Being coachable
Desire to learn the planning profession
Desire to be in a client facing role open to networking and sales
Benefits
401(k)
Health insurance
Company
Lead Advisor
Lead Advisor est une plateforme de mise en relation B2B (interentreprises) visant à remplir un double objectif : • Aider les entreprises à la recherche d’un prestataire à définir et formaliser simplement leurs besoins afin de sélectionner le fournisseur idéal • Fournir des leads (clients potentiels) de qualité aux TPE/PME pour leur permettre de se développer commercialement
Founded in 2017
0-1 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase