Financial Advisor/Wealth Manager - Philadelphia, PA
At McAdam Financial, we have completely reinvented the concept of financial advice to help take our client’s future to a new level. With one of the largest financial networks in the country that includes hundreds of advisors across four offices, our integrated platform of services, tools and experience helps put your financial picture into better focus. You do not need prior finance experience to join us, but you do need energy, great people skills, a strong work ethic, and an entrepreneurial spirit. We will provide all of the training, resources, and support you will need to become a leader in the financial services industry.
Role Description
· Identifying and setting appointments with prospective clients
· Meeting with and taking clients through innovative planning model to assess their financial needs
· Developing customized financial plans to address individual clients’ goals
· Maintaining strong relationships with clients, evolving their financial strategy along with their needs
· Providing ongoing consultation and support to clients
Benefits of Joining McAdam Financial
· Comprehensive training including financial and logistical aid in industry licensing (LAH, Series 65), financial planning, marketing techniques, consultative selling, client service, investment strategies and products, and regulatory compliance
· Robust three-year mentorship program including one-on-one training from seasoned leaders in the financial service industry
· Opportunity to build a personalized book of business allowing for unparalleled professional, personal, and financial growth
· Technology-enabled marketing support at both the local and national level including brand advertising and client acquisition
· Access to myriad of financial products and vendors including mutual funds, EFTs, stocks, bonds, IRAs, insurance, and annuities
· Line of credit provided by firm to help candidates defray entrepreneurial start-up costs, including a bonus program eligibility designed to forgive line of credit
· Opportunity to join a rapidly growing organization with an inclusive, collaborative, and exciting workplace culture
· Hybrid or fully remote work environment
Candidate Qualifications
· Bachelor’s degree in a business or industry-related field is preferred
· Passion for helping others and work in a client-facing role
· Ability and enthusiasm for learning quickly
· Coachable and motivated to succeed
· Ability to work within the U.S. without current or future sponsorship
Recent Awards:
2021- McAdam named to Inc. 5000 list of fastest growing companies in America
2018 – McAdam Wins a 2018 Stevie® “Customer Service Department of the Year” Award
2018 – Named 1 of 3 “Best Financial Services in Philadelphia” by ThreeBestRated.com
2018 – Ranked in top 8 Financial Advisor Firms in Philadelphia by SMARTASSET
2018 – Awarded “Top 8 Best Financial Advisors in Philadelphia, PA” by AdvisoryHQ
2017 – McAdam named a “SmartCEO 2017 Corporate Culture Award Winner”
2017 – McAdam named to Inc. 5000 list of fastest growing companies in America
Check us out!
Visit our website at: https://mcadamfa.com/
Company Culture: The Faces of McAdam
Connect with McAdam on LinkedIn