Investment Advisor Associate - HYBRID at Beacon Hill Staffing Group, LLC in Radnor, Pennsylvania

Job Description:

Our client, an investment management firm, is looking to hire an Investment Advisor. This role is hybrid (3 days onsite) and located near Radnor, PA. Ideal candidates will have 5+ years of related experience.


Responsibilites:

• Manage the account from opening process to account activation for prospect/new clients


• Transfer any existing work


• Respond to client requests as needed


• Actively participate in weekly meeting


• Aim to develop prospects with investable assets

Qualifications:

• BS degree in related field


• 5+ years of working in a wealth management team


• CFP highly preferred


• Series 65/66 registered highly preferred


• Experience with MS office and Salesforce


• Knowledge of retirement plans, financial planning, and compliance issues

Beacon Hill is an Equal Opportunity Employer that values the strength diversity brings to the workplace. Individuals with Disabilities and Protected Veterans are encouraged to apply.


If you would like to complete our voluntary self-identification form, please click here or copy and paste the following link into an open window in your browser: https://jobs.beaconhillstaffing.com/eeoc/


Completion of this form is voluntary and will not affect your opportunity for employment, or the terms or conditions of your employment. This form will be used for reporting purposes only and will be kept separate from all other records.


Company Profile:


Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement.


Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs.


Learn more about Beacon Hill Staffing Group and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting www.beaconhillstaffing.com .


We look forward to working with you.


Beacon Hill. Employing the Future (TM)
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