Wealth Advisor
Thinking Ahead
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Philadelphia, PA · Posted October 22, 2026
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Where Philadelphia, PA ranks
Where Philadelphia, PA placed in our monthly rankings, month by month. Each month stays online at its own address.
November 2026
- #3Cities with the most jobs that do not need a four-year degree in the Northeast208 jobs · of 36
- #3Cities with the most jobs that do not need a four-year degree in the Mid-Atlantic208 jobs · of 47
- #3Cities hosting the most business conferences in the Northeast26 conferences · of 9
- #3Cities hosting the most business conferences in the Mid-Atlantic26 conferences · of 12
- #4Best cities for software and engineering jobs in the Northeast231 openings · of 52
- #5Cities hosting the most staffing & human capital conferences3 conferences · of 8
How AI is used in this kind of work
Among personal financial advisors, AI is already used for a large share of the tasks. Measured exposure for personal financial advisors: 35% (high).
Share of this job’s tasks that AI is already used for at work, from real usage. It is not a forecast of job loss, and a low number means no use seen yet. Source: Anthropic Economic Index.
About the job
Banking and Commercial Finance Philadelphia, PA Wealth Advisor Apply Now The grass truly is greener as an independent business owner—but independence doesn’t mean going it alone. Our team is here to support you with a full-time compliance officer, a CFA charter-holding CIO, and leadership from a producing CFP. We understand the resources you need to grow your business, safeguard your practice, and serve your clients effectively. Independent Financial Advisor BenefitsCompetitive compensation package. (80 to 90% payouts) Backed by one of the largest broker-dealers in the USA. Supportive and collaborative team environment: Trading, Compliance and Operations Independent Financial Advisor Responsibilities: Build and maintain strong client relationships. Provide comprehensive financial planning advice, including investment strategies, retirement planning, estate planning, and insurance. Conduct financial needs assessments and develop personalized financial plans. Manage client portfolios and provide ongoing investment management services. Educate clients on financial concepts and market trends. Generate leads and build a strong referral network. Comply with all applicable regulatory and compliance requirements. Independent Financial Advisor Qualifications: Proven track record of success in the financial services industry. (minimum of $200k in annual Fee production) Excellent communication, interpersonal, and presentation skills. Strong analytical and problem-solving skills. Client-focused and results-oriented. Series 7 and 66 (or 63 & 65) licenses are preferred. CFP is a plus. A Bachelor's degree in finance, economics, or a related field is preferred Recruiting Team Reach out to learn more or nominate a qualified candidate. Associate Partner Greg McLogan Commercial Banking & Commercial Finance View Profile To Apply