A Personal Financial Advisor advises clients on financial plans and investment strategies. Discusses the client's financial objectives, researches and recommends investment options, advises on tax strategies, monitors client accounts. May be licensed to buy and sell financial products such as stocks and bonds.
Strategic Wealth Alliance Group | Allentown, PA Full-Time | In Office Competitive Base Salary +
Commission Estimated Total Compensation:
$100,000-$165,000+ Strategic Wealth Alliance Group is seeking a motivated, relationship-driven Financial Advisor to join our growing wealth management firm. This opportunity combines the security of a competitive base salary with a performance-based commission structure and significant earning potential. The ideal candidate enjoys developing trusted client relationships, identifying financial-planning opportunities, and helping individuals and families make confident decisions about their financial futures. Advisors receive support from an experienced operations and client-service team, allowing them to focus on client relationships, recommendations, and growth. Key Responsibilities Conduct client reviews and financial-planning meetings Evaluate clients' investments, retirement-income needs, insurance coverage, and long-term goals Recommend appropriate investment, retirement, annuity, and insurance strategies Identify additional planning opportunities within existing client relationships Develop new business through referrals, firm-provided opportunities, seminars, and professional relationships Clearly explain financial strategies and recommendations to clients Maintain accurate client records, meeting notes, and follow-up activities Work closely with the firm's operations and client-service teams Follow applicable regulatory, compliance, and company requirements Participate in client events, educational seminars, and firm growth initiatives Qualifications Previous experience in financial services, wealth management, insurance, sales, or a related field preferred Pennsylvania Life and Health Insurance licenses required or the ability to obtain them Series 65 or other applicable securities licensing preferred CFP® certification or progress toward the designation is a plus Strong communication, presentation, and relationship-building skills Ability to recognize client needs and confidently present appropriate solutions Self-motivated, organized, and comfortable working in a performance-driven environment High level of professionalism, integrity, and personal accountability Compensation and Benefits Competitive base salary based on experience, licensing, and qualifications Commission and performance-based incentive opportunities Estimated total annual compensation of $100,000-$175,000+, with additional upside based on production Established client relationships and firm-generated opportunities Administrative and operational support Professional development and advancement opportunities Collaborative, team-oriented environment Opportunity to grow with an expanding wealth management firm About Strategic Wealth Alliance Group Strategic Wealth Alliance Group helps individuals and families prepare for retirement, protect their wealth, and pursue greater confidence in their financial futures. We provide personalized financial guidance through a collaborative team approach and an unwavering commitment to client service. If you are an ambitious financial professional seeking the stability of a base salary, the earning potential of commission, and the support of a growing firm, we would welcome the opportunity to speak with you. Strategic Wealth Alliance Group is an equal opportunity employer. Employment decisions are based on qualifications, merit, and business needs.
Pay:
$100,000.00 - $165,000.00 per year
Benefits:
401(k) Dental insurance Financial planning services Health insurance Paid time off Professional development assistance
