2 Financial Relationship Advisor Jobs in Fort Washington, PA

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Financial Relationship Advisor

Transcend Practice Management

Fort Washington, PA | Full Time

$80k-108k (estimate)

2 Months Ago

Relationship Advisor

Transcend Practice Management

Fort Washington, PA | Full Time

$78k-110k (estimate)

7 Days Ago

Financial Relationship Advisor

$80k-108k (estimate)

Full Time 2 Months Ago

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Transcend Practice Management is Hiring a Financial Relationship Advisor Near Fort Washington, PA

RELATIONSHIP ADVISOR - WEALTH MANGEMENT
Location: Greater Philadelphia AreaStatus: Full-timeCompensation: $80,000 - $100,000 (plus discretionary bonus)The best and brightest always have choices in the wealth management arena. Working with our firm is an investment in your future that will reap rewards for years to come.Our client firm:

Is a holistic financial planning firm that has been named to the Inc. 500 Fastest Growing Private Companies in America three years in a row.
Is a marketing machine that generates quality first appointments for lead advisors; no prospecting necessary!
Works for some of the most amazing people in the country. Their clients are successful individuals and families who look forward to a rich retirement season. Highlighted services include retirement income planning, advanced tax planning, legacy planning, insurance optimization, and investment and portfolio risk management.
Not only do they want their clients to succeed, but they want their staff to succeed as well. They make sure to practice what they preach, and help their staff become engaged in their own success. They deliver training, mentoring, and numerous opportunities for a successful career outcome to all of those who join the team.
Is a highly respected wealth management firm. They are very selective about who they bring on board and with whom they do business.

Sound appealing? The attributes that they are looking for in a teammate include:

Strong willingness to take initiative.
Positive attitude
Strong presentation skills; polished verbal and written communication skills
Organized
Dependable
Detail oriented
Persistent
An entrepreneurial approach to grow the client base
Persuasive
Strong work ethic
Customer centric mentality/ ability to build strong and deep relationships
Ability to work and excel in a team environment
Leadership skills

If you are a fit for this position, we know that you are interested in more details. Read on! As aRelationship Advisor, you can expect to:

Prepare, present, implement, update, and maintain customized financial plans while acting in a fiduciary capacity
Read and interpret financial statements
Provide holistic financial planning advice and guidance (Including investment, insurance, annuities, taxes, healthcare, estate planning, debt management, retirement and other key financial decisions)
Proactively reach out to clients and prospects to set appointments
Assist Lead Advisors with preparation for prospect/client appointments
Develop, manage, and retain strong client relationships
Build deep relationships with clients to increase client tenure
Attain client retention rate of 98% or higher each year
Harvest additional revenue the from current book of business via referrals and back book
Develop and deliver client reviews, client calendars and the delivery of the Lifetime Success Plans and financial plans
Keep careful records of client interactions and input them into our system.
Be proactive in anticipating, monitoring, and recommending plan changes and document plan implementation.

Qualifications for this role include:

Bachelor's degree
5 years of financial services experience with an emphasis on sales
CFP or ChFC; Life and Health licensed; Series 65 preferred
Knowledge and ability to build and execute financial plans for clients; demonstrated ability to act in a fiduciary capacity
Strong organizational, prioritization, interpersonal, and management skills
Strong mathematical and analytical skills
Polished and professional communication skills; both verbal and written
Proficient with MS Office Suite (Outlook, Excel, Word, and PowerPoint)
Experience with Salesforce/CRM and financial planning software preferred, but not required
Willingness to work flexible business hours and travel periodically (i.e. conduct seminars, hold client meetings at alternate branch locations, etc.)

Get in touch today so that we can get to know you! We welcome a diverse pool of applicants from various backgrounds and urge you to apply to learn more about what our firm offers and see if it might be an attractive fit for both us and you. We look forward to meeting you!
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