Wealth Advisor/Portfolio Manager
Financial Planner Recruiting, LLCPennsylvania, United States
Posted January 5, 2026
Full Time
About the Company
Financial Planner Recruiting, LLC specializes in full‑cycle recruitment for boutique wealth‑management firms, sourcing both emerging and seasoned financial planners who align with each firm's culture and growth objectives. Leveraging deep industry knowledge and a rigorous vetting process, the firm identifies top talent across the independent advisor market and presents candidates ready for immediate impact. Its distinctive value lies in a tailored approach that balances rigorous screening with a personalized partnership, ensuring a seamless match between advisors and firms. By managing the entire hiring journey—from talent acquisition to onboarding—Financial Planner Recruiting reduces time‑to‑hire and enhances retention for independent wealth‑management practices. The result is a pipeline of high‑potential advisors who are primed to contribute to their firms' success.
Job Description
Our client is seeking a Wealth Advisor/Portfolio Manager to join their team in Greater Philadelphia, PA. The ideal candidate will manage client portfolios, provide financial planning, and build professional relationships with clients and potential clients.
Requirements
- Bachelors degree in Economics, Finance or Business Administration
- 7+ years of experience in a financial institution
- CFP/CFA certification preferred
- Trust school or equivalent preferred
Benefits
- Salary (commensurate with experience) plus bonus
- Full benefits package