Financial Advisor

Philadelphia, PA

Posted: 08/11/2020 Industry: Employee Benefits & Retirement Services Job Number: SA8.22.1 Pay Rate: W2 of Low 60’s to mid 70’s

Job Description

Financial Adviser

The role is for a retirement plan education position with a nationally known provider who leads in the institutional plan market. This role can be for a Financial Adviser to focus their specialty on getting people ready for retirement and not always having to sell a new plan. This is a base plus bonus role – not commissions!

Realistic W2 Mid 60's to Mid 70's

Some Benefits are: 

  • 401k Plan with 50% match
  • Defined Benefit/Pension Plan 
  • Highly collaborative environment 
  • Career path to CRM and Management positions
  • A Fortune Best Place to work for last 5 years running


Job Requirements

The right candidate for this role will be have a good investment knowledge and be able to communicate in both English and Spanish. You will lead the enrollment and investment education meetings for 401k plan participants. The ultimate goal is through education to help increase participation rates, deferral percentages, and capture roll over money when possible.

Required Licensing 

Active and clean FINRA Series 6, 63, and 65 (minimum of a 6 to start and then time allowed to earn the 63, 65)


Meet Your Recruiter

Steve Anderson
Retirement Svcs Recruiter - Section Manager

Steve Anderson is a nationally recognized retirement services recruiter with over 20 years of experience. Steve started in 1996 and has facilitated partnerships with many of the industry leading providers for CPS Inc. He brings a candid communication style that delivers proven results and company leading levels of new & repeat business. 

Steve has a simple business philosophy – make it easy for businesses to work with him while bringing value through his work ethic, industry knowledge, and contacts. His integrity, transparency, and commitment to finding the best hire has enabled him to be a leader within the retirement industry and CPS Inc. He is an advocate for qualified candidates at all levels of experience. 

Steve recruits at all levels of experience within the qualified and nonqualified retirement plan industry. His expertise includes Talent Acquisition, Employee Onboarding & Assessment, Staff Development, Salary Analysis, Management Consulting, Career Consultation, and Candidate Generation. 

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