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Vanguard
Newtown Square
Core Responsibilities In this role, you will play the role of Financial Planner, Book of Business Manager and Behavioral Coach At Vanguard, our mission is to take a stand for all investors, to treat them fairly, and to give them the best chance for investment success. To achieve this mission, Personal Advisor Select’s primary focus in is providing
Job Source: VanguardPNC
Media
**Position Overview** At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute
Job Source: PNCCapital One
Wilmington, DE, United States
Center 2 (19050), United States of America, McLean, VirginiaSenior Director, Lead AML Advisor - Retail Bank & Financial Services Capital One is a leading banking and technology company seeking to reimagine banking. One of our key risk management priorities is to continue to transform our AML and Sanctions program to enable rigorous, nimble, and su
Job Source: Capital OneThe Judson Group
West Deptford Township, NJ, United States
Relationship Manager/Associate Advisor | West Deptford, New Jersey Reference Number: MHH7037 Location: West Deptford, New Jersey Judson Group has partnered with a privately held wealth management firm in the search for a Relationship Manager/Associate Advisor . This individual will work closely with the firm’s Senior Advisors on client relation
Job Source: The Judson GroupCitizens
Wilmington
Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. The Citizens PCFA is a b
Job Source: CitizensExecHQ
Newark, DE, United States
Company Overview ExecHQ is an advisory firm comprised of executives with extensive C-Suite (e.g. CEO, COO, CMO, CFO, etc.) experience delivering on-demand and cost-effective solutions for complex business problems faced by Business Owners, CEOs, Boards, Private Equity Firms, Family Offices, Non-Profits and other entities. Our clients range in size
Job Source: ExecHQEquitable Advisors
Wilmington, DE, United States
With Equitable founded in 1859, Equitable Advisors is a leading firm in the financial services and insurance industry with a mission to help people build fulfilling futures grounded in our stability, innovative solutions and commitments to our clients. Equitable Advisors is seeking entrepreneurial-oriented individuals to join our team as a Financia
Job Source: Equitable AdvisorsBank of America
Kennett Square
Financial Solutions Advisor Registration Candidate - Consumer Investments - Kennett Square Financial Center Kennett Square, Pennsylvania **Job Description:** At Bank of America, we’re creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist
Job Source: Bank of AmericaWilmington, DE, United States
Job Description
As a Senior Financial Advisor, you are an entrepreneur under the Farther umbrella building a client-first business with modern tools backing you. You have maximum autonomy to grow your client base and serve your clients. You are responsible for identifying prospect needs, communicating how you and Farther can help better manage client wealth, and demonstrating the unique value we can deliver together. You apply your history of success in acquiring client relationships and comprehensive financial knowledge base to bring new clients onto the Farther platform and serve them with excellence once they’re on board.
You'll be supported every step of the way with technology that helps you prospect, eliminates tedious ops and admin work, and differentiates you from every other investment advisor out there.
As a pioneering member of Farther’s advisor team, this is more than just a run of the mill wealth management opportunity - it’s an opportunity to have a huge impact on the company and to change the entire wealth industry so it works better for clients and advisors.
Successful candidates are ambitious and tenacious, always aspiring to excellence in their craft and caring deeply about clients. Joining Farther is a once-in-a-lifetime opportunity to build the future of wealth management and reap the rewards for doing so.
Qualifications
RESPONSIBILITIES
Turn prospects into clients and clients into raving Farther fans
Source and manage prospects, effectively utilize proprietary data-driven prospecting tools, hone multiple outreach efforts, and build deep relationships with clients
Consult with clients on wealth management strategies and guide them to achieve their personal and financial goals
REQUIREMENTS
Proven track record of success in acquiring new wealth management relationships
Consistently demonstrated ambition, drive, and grit
Expert, current knowledge of investment products and services across personal finance
Ability to convey financial advice with empathy, understanding, humility, and confidence
Passion for building a better personal finance experience
Existing transferrable client base
Series 65 or equivalent; clean U4
BONUS POINTS
CFA or CFP certification
Additional Information
TRANSITIONS
We make bringing over your existing client base a seamless experience. We'll work with you to build a transition plan, guide you through communications, and handle the ops and admin work for you. In other words, we'll hold your hand every step of the way to ensure a smooth transition for your practice and your clients.
COMPENSATION
Our compensation plan is designed to attract and reward the best with top of the industry payouts. If building a 3X bigger book faster with a better product for your clients and virtually zero ops and admin work for you sounds good, then let's go farther together.
REMOTE AND HYBRID WORK
We're a firm born in the pandemic and as comfortable with remote work as we are with in-person. Whether you're in SF or Boise, NYC or Jacksonville, LA or Atlanta we can make it work.
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Email Alert for Senior Financial Advisor jobs in Wilmington, DE, United States
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