Our client is a Financial Advising and Insurance firm in North Wales, PA. We are looking for a Financial Planner to join their team to help them grow their client base. This Planner will be working with warm clients and expected to build and/or bring over their own book of business. This firm does comprehensive financial planning including, life and health insurance, P&C insurance, 401k, IRA, retirement and family planning, etc. This advisor will be assisting with all of these client needs.
We are a company committed to creating inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity employer that believes everyone matters. Qualified candidates will receive consideration for employment opportunities without regard to race, religion, sex, age, marital status, national origin, sexual orientation, citizenship status, disability, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to
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Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.