Fortivus Wealth Group · 3 days ago
Wealth Management Advisor
King of Prussia, PA
Full-time
Hybrid
New Grad, Entry Level
$137K/yr - $250K/yrFortivus Wealth Group is dedicated to helping clients achieve their financial goals through comprehensive financial planning. The Wealth Management Advisor role involves building client relationships, offering personalized financial solutions, and managing client portfolios with the support of extensive training and resources.
Financial Services
No H1B
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
Qualification
Required
Must obtain PA Life & Health Certification, Securities Industry Essentials (SIE), Series 6 or 7, and 63
Ideal designations (can be worked on post hire) are CLU, ChFC, CFP
Excellent time-management, strong written and verbal communication, and proven leadership abilities
Legal authorization to work in the US without sponsorship
Preferred
Undergraduate degree in business or related field
Demonstrated success in sales, client services, or other client facing roles
Previous experience in financial services is a plus
Former or current Financial Advisors are encouraged to apply
Benefits
Advisors are given the flexibility to build their own practice while receiving support from our firm’s exceptional network of financial specialists, training and educational programs, and mentoring opportunities
Competitive and comprehensive medical, vision, and dental plans
Life Insurance and Disability Income Insurance
Company
Fortivus Wealth Group
There is no greater wealth in this world than peace of mind.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase