Physicians Private Client Group

CONNECT

Address:

600 West Germantown Pike, Suite 400
Plymouth Meeting, PA 19462-1046

Phone:

610.940.1733

Fax/Other:

610.825.7579

Career Opportunities

Position Title: Investment Advisor/Wealth Manager

About the Company

“Physicians Private Client Group is a boutique Wealth Management Firm located in Southeastern Pennsylvania that specializes in helping Physicians, Dentists, Medical Practices, Hospitals, Professionals and Accredited Investors develop successful Financial, Retirement, Insurance and Investment programs.  We design and implement highly customized tax-efficient Wealth Accumulation, Distribution, Protection and Transition strategies”.®

Position Overview/Summary

The Investment Advisor/Wealth Manager at Physicians Private Client Group is responsible for providing discretionary investment guidance for businesses and individuals, expected to provide sound advice and analysis on a variety of investments, including individual equities and fixed income instruments, managed accounts, commodities and alternative investments, among others.

The role of Physicians Private Client Group's Investment Advisor/Wealth Manager is highly entrepreneurial and involves extensive client management and development, new client prospecting and financial consultancy.

The role is responsible for building and maintaining long-term relationships with a portfolio of financially successful clients. As the external face of Physicians Private Client Group, the Investment Advisor/Wealth Manager is expected to work closely with key firm personnel to provide a superior client experience across the full spectrum of the client's financial life.

Licenses

- CIMA and/or CFP designation required/preferred

- Series 7, 63 (or 65 & 66) required/preferred

- Ideally at least one professional designation

Educational and Professional Designations

- BA/BS Degree from nationally recognized institution required; MBA preferred

- Clean U-4

How to Apply

Interested candidates should submit resume and cover letter to info@physicianswealthadvisors.com

Contact us today to discuss how we can assist you!

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck