We are seeking a Financial Planner to serve an existing client base from our Philadelphia, PA office. This position offers the right candidate an amazing opportunity to join a collaborative team and build a career, shaping the future of a highly committed and cutting-edge financial planning firm. Candidates should passionately believe that client interests always come first.
Key Qualifications and Characteristics
- Holds the CFP® designation
- 3+ years of financial planning experience preferred
- Seeking a defined career path in financial planning
- B.A. or B.S. degree from accredited four-year university
- Strong verbal and written communication skills
- Very organized, with acute attention to detail
- Must be a self-starter, problem solver and a goal-oriented team player with a ‘no job is beneath me’ attitude
- Genuinely caring by nature, empathetic
- Demonstrates curiosity and confidence when dealing with clients and support team
- Experience working with Microsoft Office Suite, eMoney Advisor, Advisor Engine preferred
Responsibilities
- Lead client meetings, maintaining relationships through regular communication
- Implement Financial Life Planning process, overseeing the development, presentation and implementation of recommendations to clients
- Review follow-up communication and assist in implementation of actions that result from client meetings
- Review and approve trades within client portfolios
- Lead team meetings and manage responsibilities and performance within the team
- Engage in the firm’s strategic planning process and contribute to key initiatives
- Communicate with client’s outside advisors such as accountants and attorneys
- Develop and mentor support planners and staff for future advancement
- Support Employer Retirement Plan Solutions by serving as dedicated resource for planning-related questions, building personal relationships with plan participants
- Participate in firm’s various committees in pursuit of the company’s goals
- Continue our firm’s history of giving back/volunteering by enthusiastically participating in the growth of our profession through industry associations such as FPA and NAPFA
Salary and Benefits:
Our competitive and comprehensive benefits range from a 401(k) plan to parental leave to early close on Fridays. Highlights include:
- Competitive base compensation
- Discretionary merit bonus
- Partnering for Success (PfS) incentive
- Client development and retention incentive
- Technology reimbursement
- Professional Development Budget
- Health & dental insurance
- Long-term disability
- Health advocate
- Health savings account
- Voluntary benefits
- 401(k) with matching and profit sharing
In order for you to have time for other passions, we offer:
- Hybrid workdays; flexible hours
- 3pm close on Fridays
- Day of service
- Company paid parental leave
- Company paid holidays
- Company paid time-off
To help you learn and grow, we are committed to an education stipend for each employee; RTD University coaching and mentorship program, personal financial guidance, and ownership opportunities.
Join the “RTD Life”
- Doing what you love
- With the people you love
- Making a HUGE difference
- Always learning and growing
- Having time for other passions
Instructions for applying for this position:
Please submit a resume and cover letter in Word or PDF format to Financial Planner – Philadelphia, PA 19103 – Indeed.com. Resumes will not be accepted without a cover letter that states why you would be a good fit for this position and the compensation range you wish to discuss. Also, in your cover letter, please describe your three most defining characteristics or attributes. This exercise is meant to show us your writing skills and ability to follow directions as well as to help us get to know you. Please follow these instructions to ensure your resume will be reviewed. We look forward to your submission!
Equal Employment Opportunity
RTD Financial is committed to a policy of Equal Employment Opportunity, and we will not discriminate against an applicant or employee on the basis of age, color, disability, ethnicity, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion, sexual orientation, socio-economic status, veteran status, and other characteristics that make our employees unique.
RTD’s diversity initiatives are applicable to our practices and policies on recruitment and selection; compensation and benefits; professional development and training; promotions, transferring, layoffs, terminations, social and recreational programs; and the ongoing development of a work environment built on the premise of gender and diversity equity.