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Financial Advisor

Employer
Agili
Location
Bethlehem, Pennsylvania
Salary
Salary based on experience. Generous benefits offered.
Closing date
Jun 19, 2024

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Job Role
Financial Advisor
Employment Type
Full Time
Level
Experienced
Experience Level
5 to 9 years
CFP® Certification
Preferred

Job Details

Innovative financial management firm is seeking  a Financial Advisor to join our team in Bethlehem, PA. We are an independent, fee-only firm, providing comprehensive financial planning and investment management services that serve the best interests of successful individuals and families. The firm has been recognized by Barron’s, Forbes and Worth as a top financial management firm.  Our team has two locations, Bethlehem, PA and Richmond, VA. 

 

Description of the position:

  • Primary relationship manager accountable for client experience and satisfaction
  • Develop comprehensive financial plans and investment strategies for clients
  • Primary manager for client deliverables and plan implementation 
  • Initiate, manage and direct financial planning for new and current clients
  • Initiate and implement financial plan and oversee client investment portfolio
  • Develop and nurture new clietns through business development opportunities
  • iWork in a team environment with the willingness to share information, find solutions and develop new skills and knowledge within the group

Company

Agili (formerly JoycePayne Partners) is an independent, fee-only firm providing comprehensive financial planning and investment management services that serve the best interests of successful individuals and families.

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