Position title
Financial Advisor
Description
Our client is seeking a client-focused Financial Advisor. The ideal candidate will help individuals and businesses achieve their financial goals by providing personalized financial planning, investment guidance, retirement strategies, insurance solutions, and wealth management services. This is a hybrid position.
Key Responsibilities
- Meet with clients to assess their financial goals, risk tolerance, and financial situation.
- Develop customized financial plans.
- Recommend appropriate financial products and investment solutions.
- Monitor client portfolios based on changing market conditions and life events.
- Maintain regular communication and current guidance with clients.
- Generate new business.
- Ensure compliance.
Key Qualifications
- Bachelor's degree in Finance, Business, Economics, or a related field preferred.
- 2 plus years of financial planning or advising experience.
- FINRA licenses (Series 7, 66, or equivalent) preferred or willingness to obtain.
- PA insurance license preferred or willingness to obtain.
- CFP certification preferred or willingness to obtain.
Contact
Learn More About This Role: Please send your resume to resumes@scconsultingllp.com.
About SC Staffing & Consulting, Certified Woman-Owned
SC Staffing & Consulting is a strategic staffing and consulting company with over 60 years of combined experience. Since 2007, we have been providing full recruitment services to businesses, governments, and other institutions, including long-term temporary solutions and temp-to-perm solutions.
Hiring organization
SC Staffing & Consulting
Job Location
Hybrid, Greater Philadelphia, Pennsylvania
Date posted
July 21, 2026
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