Financial Advisor jobs in United States
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Priority Financial Group · 1 week ago

Financial Advisor

Priority Financial Group (PFG) is a prominent financial firm with over 20 years in the industry, seeking a Hybrid Financial Advisor. This role offers a unique opportunity for experienced advisors to expand their book and earning potential through a combination of independence and institutional support.

CreditFinancial ServicesWealth Management
Hiring Manager
Michael Bryant, SHRM-CP
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Responsibilities

Expand your book and earning potential
Grow through a combination of independence and institutional support
Leverage PFG’s full tech stack and back-office services
Access to leading custodians
Gain a second income stream through credit union referrals
Provide office space, marketing, and admin support
Succession planning and long-term growth support

Qualification

Financial advisingClient relationship managementInvestment strategiesCommunication skillsTeam collaboration

Required

Experience as a financial advisor
Ability to grow a personal book of business
Ability to work in a hybrid role
Strong communication skills
Commitment to diversity and inclusion

Benefits

Provided office space, marketing, and admin support
Access to leading custodians: Schwab, Fidelity, AssetMark, Orion, and more
Access to Pershing and NFS
Leverage PFG’s full tech stack and back-office services
Succession planning and long-term growth support

Company

Priority Financial Group

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Priority Financial Group is a financial advisory firm that offers wealth management, investment planning, and credit development services.

Funding

Current Stage
Early Stage

Leadership Team

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Mike Prior
Chief Executive Officer
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Company data provided by crunchbase