What are the responsibilities and job description for the Wealth Advisor position at First Financial Networks Inc.?
First Financial Networks, located in Exton, PA, is a close-knit team specializing in comprehensive investment and financial planning. Our focus areas include Retirement, Estate, and Insurance Planning, through which we manage a significant portfolio of client assets. We pride ourselves on collaboration, teamwork, and delivering tailored financial solutions that help clients achieve their long-term goals. As our firm continues to grow, we are seeking a dedicated Financial Advisor to join our dynamic team. This role offers the opportunity to make a meaningful impact, enhance client services, and contribute to our continued success.
As a Financial Advisor at First Financial Networks, you will work alongside a team of experienced professionals to provide personalized financial planning and investment strategies. In this role, you will engage directly with clients, support day-to-day operations, and contribute to the overall efficiency of the advisory team. This position is well-suited for someone who is passionate about finance, client service, and professional growth in a collaborative, supportive environment.
Qualifications
- Enthusiastic about working in a team-oriented, collaborative setting
- In-depth knowledge of investment strategies and financial products
- Series 7 and 66 licenses required
- Strong analytical and problem-solving skills
- Excellent interpersonal and communication abilities
- Proficiency with CRM systems and portfolio management software
- High attention to detail and accuracy
- Bachelor’s degree in Finance, Economics, Business, or related field
- CFP (Certified Financial Planner) designation preferred*
*Candidates who are not yet CFP-certified but are otherwise highly qualified will be supported in pursuing certification.
Job Type: Full-time
Pay: $100,000.00 - $150,000.00 per year
Benefits:
- Dental insurance
- Health insurance
- Retirement plan
Education:
- Bachelor's (Required)
Experience:
- Financial services: 3 years (Preferred)
Work Location: In person
Salary : $100,000 - $150,000
