Financial Advisor in Pennsylvania

Unleash Your Potential as a Financial Advisor: Join Our Elite Team

Are you a dynamic, results-driven Insurance Agent or Financial Advisor with a passion for annuity sales? Do you hold an active Health and Life insurance license and aspire to achieve even greater heights in your financial planning career? If so, we have an exceptional opportunity that's tailor-made for you!

Why Us?

We're not offering you a job; we're providing you with a pathway to career fulfillment and financial success. What sets us apart is our unique synergy with our estate planning sister organization. This partnership ensures that our Agents and Advisors engage with clients who are already in a planning mindset. Say goodbye to the relentless grind of prospecting, as we provide you with a steady stream of qualified, pre-set appointments.

We're not looking for an army of Agents; we're only seeking 1 or 2 Agents and Advisors per state. This...

About Us:

CURO Wealth Management is a leader in providing comprehensive financial services, specializing in unique executive benefits, career transitions, divorce negotiations, and family wealth management. We understand that some things are too important to DIY. Our mission is to guide busy women and their partners through financially and emotionally complicated hurdles, creating space for more amazing life experiences on the other side. We live by our name and "take care" of our clients' financial needs at every stage of life, ensuring they feel empowered and in control of their future.

Job Description:

We are seeking a highly skilled and experienced Financial Advisor to join our team. The successful candidate will provide expert financial guidance and personalized solutions to our clients, helping them navigate complex financial situations and achieve their financial goals. The Financial Advisor will play a crucial role in...

Unleash Your Potential as a Financial Advisor: Join Our Elite Team

Are you a dynamic, results-driven Insurance Agent or Financial Advisor with a passion for annuity sales? Do you hold an active Health and Life insurance license and aspire to achieve even greater heights in your financial planning career? If so, we have an exceptional opportunity that's tailor-made for you!

*** You Must Hold an active Health and Life insurance license **** and have or willing to get a Series 65 within 60days to be considered Along w Fixed Annuities Experience and Assets under Management. !

Why Us?

We're not offering you a job; we're providing you with a pathway to career fulfillment and financial success. What sets us apart is our unique synergy with our estate planning sister organization. This partnership ensures that our Agents and Advisors engage with clients who are already in a planning mindset. Say...

Unleash Your Potential as a Financial Advisor: Join Our Elite Team

Are you a dynamic, results-driven Insurance Agent or Financial Advisor with a passion for annuity sales? Do you hold an active Health and Life insurance license and aspire to achieve even greater heights in your financial planning career? If so, we have an exceptional opportunity that's tailor-made for you!

*** You Must Hold an active Health and Life insurance license **** and have or willing to get a Series 65 within 60days to be considered Along w Fixed Annuities Experience and Assets under Management. !

Why Us?

We're not offering you a job; we're providing you with a pathway to career fulfillment and financial success. What sets us apart is our unique synergy with our estate planning sister organization. This partnership ensures that our Agents and Advisors engage with clients who are already in a planning mindset. Say...

Unleash Your Potential as a Financial Advisor: Join Our Elite Team

Are you a dynamic, results-driven Insurance Agent or Financial Advisor with a passion for annuity sales? Do you hold an active Health and Life insurance license and aspire to achieve even greater heights in your financial planning career? If so, we have an exceptional opportunity that's tailor-made for you!

You Must Hold an active Health and Life insurance license and have or willing to get a Series 65 within 90days to be considered !

Why Us?

We're not offering you a job; we're providing you with a pathway to career fulfillment and financial success. What sets us apart is our unique synergy with our estate planning sister organization. This partnership ensures that our Agents and Advisors engage with clients who are already in a planning mindset. Say goodbye to the relentless grind of prospecting, as we provide you with a steady stream of...

Unleash Your Potential as a Financial Advisor: Join Our Elite Team

Are you a dynamic, results-driven Insurance Agent or Financial Advisor with a passion for annuity sales? Do you hold an active Health and Life insurance license and aspire to achieve even greater heights in your financial planning career? If so, we have an exceptional opportunity that's tailor-made for you!

You Must Hold an active Health and Life insurance license and have or willing to get a Series 65 within 90days to be considered !

Why Us?

We're not offering you a job; we're providing you with a pathway to career fulfillment and financial success. What sets us apart is our unique synergy with our estate planning sister organization. This partnership ensures that our Agents and Advisors engage with clients who are already in a planning mindset. Say goodbye to the relentless grind of prospecting, as we provide you with a steady stream of...

Unleash Your Potential as a Financial Advisor: Join Our Elite Team

Are you a dynamic, results-driven Insurance Agent or Financial Advisor with a passion for annuity sales? Do you hold an active Health and Life insurance license and aspire to achieve even greater heights in your financial planning career? If so, we have an exceptional opportunity that's tailor-made for you!

You Must Hold an active Health and Life insurance license and have or willing to get a Series 65 within 90days to be considered !

Why Us?

We're not offering you a job; we're providing you with a pathway to career fulfillment and financial success. What sets us apart is our unique synergy with our estate planning sister organization. This partnership ensures that our Agents and Advisors engage with clients who are already in a planning mindset. Say goodbye to the relentless grind of prospecting, as we provide you with a steady stream of...

Unleash Your Potential as a Financial Advisor: Join Our Elite Team

Are you a dynamic, results-driven Insurance Agent or Financial Advisor with a passion for annuity sales? Do you hold an active Health and Life insurance license and aspire to achieve even greater heights in your financial planning career? If so, we have an exceptional opportunity that's tailor-made for you!

You Must Hold an active Health and Life insurance license and have or willing to get a Series 65 within 90days to be considered !

Why Us?

We're not offering you a job; we're providing you with a pathway to career fulfillment and financial success. What sets us apart is our unique synergy with our estate planning sister organization. This partnership ensures that our Agents and Advisors engage with clients who are already in a planning mindset. Say goodbye to the relentless grind of prospecting, as we provide you with a steady stream of...

Wescott Financial Advisory Group LLC, a Philadelphia based RIA firm is excited to welcome an Associate Financial Advisor to our team. Wescott advisors utilize their substantial planning experience and strong relationship management skills to be an outstanding trusted partner for our clients. If you are ready to embark on a journey that will provide you with a path for professional growth to become an exceptional financial advisor, this is an ideal role for you.

Core Role Expectations

1. Collaboratively supports advisor teams and clients, drafts financial plans and client materials, and maintains client data.
2. Gains knowledge and experience teaming with Wescott’s expert advisors navigating complex financial planning matters with high-net-worth individuals and institutions.
3. Eager to advance expertise to impress the sophisticated executives and business owners, and manage multiple generations and diverse dynamics of...