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Financial Advisor, Fort Washington PA

SJK Wealth Management offers exclusive boutique services, unbiased specialized investment products, high-touch account monitoring and a customized strategy of investments diversification designed to help reach client goals.  Our financial advisors typically offer fee based advisory services with approximately 20% of assets under management in alternative investments and 35% of assets under management in commission based products.  SJK Wealth Management works in partnership with our clients and within their ‘financial comfort zone’ to design personalized investment plans that help build and preserve wealth.

Our Financial Advisors are affiliated with LPL Financial which has 11,000 advisors and 2.4 Billion in Revenue and delivered three-growth in last five years making it the sixth-largest firm on Wall Street.  With leading-edge tools and technology, independent investment research, dedicated training & services and innovative investment solutions, LPL Financial offers wealth advisors a support infrastructure built for success. 

Securities offered through LPL Financial Member FINRA/SIPC

Opportunity

Successful Financial Advisors combine professional investment knowledge, cutting edge investment resources and a commitment to their clients to provide individualized, highly strategic Investment consulting which leverages a full range of wealth building, managing & preserving services and estate planning to help clients realize their financial goals.

SJK Wealth Management is offering a Series 7 & 66 qualified advisor with a transferable client book of business generating at least $125,000 in GDC an opportunity to build your own business and serve your own clients with the premier independent broker dealer – LPL financial.  As an independent broker with SJK Wealth Management, you will take over a portion of its numerous small and mid-sized clients instantly increasing your revenue.

Responsibilities

  • Develop and cultivate your own client base
  • Assume partial daily responsibility of senior advisors book of business
  • Analyze investment opportunities and client needs and recommend appropriate strategies to achieve client financial goals through the use of financial planning and wealth management tools
  • Prepare and deliver presentations/seminars to clients and prospects
  • Attend Financial Advisor training sessions to stay current about products, services and policies
  • Use on-line resources to capture and provide appropriate customer data
  • Facilitate timely, accurate and efficient mutual fund and equity transactions
  • Comply with all industry rules and regulations
  • Deliver unparalleled value and outstanding service

Qualifications

  • Current Series 7 and 66 licenses
  • Transferable client book of business generating at least $125,000 in GDC
  • Track record of successful work experience for a period of five years
  • Superb interpersonal, customer interaction, and communication skills
  • Professionalism with high level of integrity and ethics
  • Local to Fort Washington / Doylestown PA

 
Inquiry

Qualified advisors should submit their resume and proof of qualifications to scott.kleiman@lpl.com for immediate consideration.

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