Pennsylvania Certified Financial Advisor

To support a growing financial advisory practice, the full-time Pennsylvania Certified Financial Advisor will build and maintain client relationships, deliver financial advice, and provide complex portfolio management guidance in Malvern, PA. Key responsibilities Establish, grow, and maintain long-term relationships with clients Partner with investors to help them plan their financial goals Develop personalized investment strategies and deliver financial planning guidance Required qualifications Certified Financial Planner (CFP) designation required Series 7 and 63 or 66 licenses (or ability to acquire within 3 months) Three to five years of advisory experience in financial planning and relationship management Proven experience managing a book of business with client satisfaction In-depth knowledge of financial planning, investment strategies, and industry regulations