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5 Wealth Management Advisor (CFP track) Jobs in Allentown, PA

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PONTEMLA.com
Allentown, PA | Full Time
$80k-104k (estimate)
1 Month Ago
CAPTRUST
Allentown, PA | Full Time
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Disability Solutions
Allentown, PA | Full Time
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Bank of America
Allentown, PA | Full Time
$77k-114k (estimate)
7 Months Ago
CAPTRUST
Allentown, PA | Other
$79k-114k (estimate)
2 Months Ago
Wealth Management Advisor (CFP track)
PONTEMLA.com Allentown, PA
$80k-104k (estimate)
Full Time 1 Month Ago
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PONTEMLA.com is Hiring a Wealth Management Advisor (CFP track) Near Allentown, PA

Our client a Fortune 1000 company has opportunities for experienced advisors and inexperienced career changers to join a prestigious organization with the support and training to be the most successful advisor you can be.

Having previous finance experience is not required, as candidates will be sponsored for investment and insurance licenses and be provided with a structured training program and hands on mentorship.

The Role of a Financial Advisor:

  • Build your own Financial Planning Practice
  • Client Acquisition & Marketing
  • Client Financial Analytics & Case Development
  • Financial Plan Design
  • Sophisticated Asset Management and Protection Product Implementation
  • On Going Service

Candidate Characteristics:

  • Motivated to work in a client facing role
  • Desire to help people, including individuals, families, and businesses
  • Team oriented, and comfortable with preparing and delivering presentations
  • Competitive, with an entrepreneurial spirit and a vision to build and grow your own business
  • High standards of integrity, competency, work ethic, and professionalism
  • Experience with marketing, sales, or finance a plus

There is not a base salary or hourly wage as this is an opportunity to build a supported practice. There will be access to benefits, retirement funding, support staff and mentorship/professional development plans.

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Life insurance
  • Tuition reimbursement
  • Vision insurance

Job Type: Full-time

Job Type: Full-time

Pay: $70,000.00 - $200,000.00 per year

Benefits:

  • 401(k)
  • Health insurance
  • Life insurance

Compensation package:

  • Commission pay

Weekly schedule:

  • Monday to Friday

Work setting:

  • In-person
  • Office

Education:

  • Bachelor's (Required)

Ability to Relocate:

  • Allentown, PA: Relocate before starting work (Required)

Work Location: In person

Job Summary

JOB TYPE

Full Time

SALARY

$80k-104k (estimate)

POST DATE

03/20/2024

EXPIRATION DATE

04/22/2024

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The following is the career advancement route for Wealth Management Advisor (CFP track) positions, which can be used as a reference in future career path planning. As a Wealth Management Advisor (CFP track), it can be promoted into senior positions as a Wealth Management Specialist, Sr. that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Wealth Management Advisor (CFP track). You can explore the career advancement for a Wealth Management Advisor (CFP track) below and select your interested title to get hiring information.

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