Financial Advisor/Wealth Manager

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Job description

Success, for you and your clients. Earn the ability to create your own financial success through helping clients to create and enjoy theirs. 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.

What a financial advisor/wealth manager does:

• Identifies and sets appointments with potential clients
• Meets with clients to assess their financial needs
• Develops a customized financial plan to address each client's outlined goals
• Maintains strong relationships with clients, helping them to track their progress over time
• Provides ongoing consultation and support

Some of the features of this role include:

• Permanent remote work as an option
• Robust three-year Mentorship Program including one-on-one training from seasoned leaders in the financial services industry
• Comprehensive training includes sponsorship for industry licensing, financial planning, marketing techniques, consultative selling, client service, investment strategies and products, and regulatory compliance.
• Local and national marketing support, including brand advertising, that will help to expand and grow client relationships
• Extensive product offering covering virtually every category - including mutual funds, ETFs, stocks, bonds, IRAs, insurance, annuities, etc.
• The opportunity to build and grow relationships with clients that can last for many years
• Significant career growth opportunities within the company, including the Advanced Advisor Path and a Fast-Track to Leadership Program (Advisor Coach, District Manager, Field Vice President, and other corporate opportunities)
• Finance plan with uncapped earning potential - top advisors have made $75,000 to $100,000 and more in their first year at McAdam - advisors must be comfortable with the majority of their compensation coming from their performance results
• Unique independent contractor status enables advisors to keep their book of business even if they leave the firm (no non-compete agreement)
• Independent contractor status requires sponsor candidate upfront investment in standard industry licensing, with bonus program eligibility to cover this expense upon joining the firm
• Line of credit provided by firm to help candidates defray other entrepreneurial start-up costs, with bonus program eligibility designed to forgive line of credit. Upon completion of training allowance the role is 100% commission, as is standard in the industry.

Qualifications: · Bachelor's degree in business or industry related field preferred· U.S. Citizen or Permanent Resident
Visit our website at:
Recent Awards: 2021- McAdam named to Inc. 5000 list of fastest growing companies in America2018 - McAdam Wins a 2018 Stevie® "Customer Service Department of the Year" Award2018 - Named 1 of 3 "Best Financial Services in Philadelphia" by ThreeBestRated.com2018 - Ranked in top 8 Financial Advisor Firms in Philadelphia by SMARTASSET2018 - Awarded "Top 8 Best Financial Advisors in Philadelphia, PA" by AdvisoryHQ2017 - McAdam named a "SmartCEO 2017 Corporate Culture Award Winner"2017 - McAdam named to Inc. 5000 list of fastest growing companies in America2017 - McAdam named One of the Fastest Growing RIA Firms in the U.S. by FA Magazine

Job Type: Full-time

Pay: $75,000.00 - $100,000.00 per year

Physical Setting:

• Office

Schedule:

• Monday to Friday

Supplemental Pay:

• Commission pay

COVID-19 considerations:
Fully remote due to COVID

Education:

• Bachelor's (Required)

Work Location: One location