Riverside Financial Advisors ยท 1 week ago
Entry Level Financial Advisor
Blue Bell, PA
Full-time
Onsite
New Grad, Entry LevelRiverside Financial Advisors is looking for motivated and enthusiastic individuals to join their team as Financial Advisors. This role offers comprehensive training and support to help candidates succeed in advising clients on their financial needs while building a rewarding career in the financial services industry.
Financial Services
No H1B
U.S. Citizen Only
Responsibilities
Generating new client appointments with firm provided leads
Host client meetings with assistance from firm leadership
Build a book of business from day one with equity in your practice
Design and implement comprehensive financial plans
Host client review meetings
Qualification
Required
Bachelor's Degree in Finance or industry-related field
Must be U.S citizen or permanent resident. No Visa Sponsorship Available
Must be able to work at office location 5 days per week. Located in Blue Bell, PA
Must currently hold or be able to obtain PA Life and Health license and Series 65 within 3 months or hire date
Preferred
Seeking for upcoming 2026 May graduates, current 2025 Grads, and Alumni
Company
Riverside Financial Advisors
Financial Planning and Investment firm located in Plum Boro PA.
Founded in 2024
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase