1880 JFK Blvd Suite 1600
Philadelphia PA 19103
Recruiting Director
Being financially advanced requires a whole new level of thinking and doing.
Being financially advanced requires a whole new level of thinking and doing.
At McAdam, we’ve completely reinvented the concept of financial advice to take you and your future to a whole new level. Unlike most advisors, we go beyond the traditional focus on your personal and
financial life. We also consider an additional, more important driver of your financial picture—your
profession.
Years of research and experience have taught us that your profession — what you do, where you do it
and how you do it — has the greatest influence on your finances and future. That’s why we’ve designed it as the core foundation of our proven Advanced Advisory Model TM.
and how you do it — has the greatest influence on your finances and future. That’s why we’ve designed it as the core foundation of our proven Advanced Advisory Model TM.
About Us
Located across six different cities- Boston, Chicago, Philadelphia, Jersey City, Tysons Corner and St.
Petersburg. Managing over $1 billion in assets, advisors serve clientele with advanced planning in niche markets such as; professors, attorneys, doctors and employees with complex benefits.
Petersburg. Managing over $1 billion in assets, advisors serve clientele with advanced planning in niche markets such as; professors, attorneys, doctors and employees with complex benefits.
Products and Services
As an independent advisory firm associated with Charles Schwab and Pursche Kaplan Sterling (PKS), our clients have access to a wide-range of services, products and strategies, including:
• Wealth Management
• Financial Planning
• Advanced Tax and Insurance Strategies
• Business Owner Services
• Wealth Management
• Financial Planning
• Advanced Tax and Insurance Strategies
• Business Owner Services
What a financial advisor does:
• Identifies and sets appointments with potential clients
• Meets with clients to assess their financial needs
• Develops a customized financial plan to address each client’s outlined goals
• Maintains strong relationships with clients, helping them to track their progress over time
• Provides ongoing consultation and support
• Identifies and sets appointments with potential clients
• Meets with clients to assess their financial needs
• Develops a customized financial plan to address each client’s outlined goals
• Maintains strong relationships with clients, helping them to track their progress over time
• Provides ongoing consultation and support
Additional Requirements of the role:
• Bachelor’s degree in business or industry related field (Marketing, Finance, Accounting, etc.)
• Demonstrated successful track record with a proven ability to accomplish goals; prior sales
experience a plus!
• Ability to obtain licenses
• U.S. Citizen or Permanent Resident
The position is full time
Degree Requirements Associates
• Bachelor’s degree in business or industry related field (Marketing, Finance, Accounting, etc.)
• Demonstrated successful track record with a proven ability to accomplish goals; prior sales
experience a plus!
• Ability to obtain licenses
• U.S. Citizen or Permanent Resident
The position is full time
Degree Requirements Associates
