Financial Advisor
Compass Financial Solutions
RemoteFull timeMid levelPosted today
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Compass Financial Solutions
Company Description
Compass Financial Solutions (CFS) is an independent financial planning and management firm with over 40 years of experience, serving clients across multiple states. Headquartered in Bucks County, Pennsylvania, and with offices in Upstate New York, CFS offers a transparent, fee-based model and prioritizes education over sales. Affiliated with Commonwealth Financial Network®, CFS ensures unbiased financial guidance tailored to clients’ evolving needs. Dedicated to exceptional communication and ongoing plan management, CFS helps clients navigate life’s changing circumstances to achieve their financial goals.
Role Description
This is a full-time, on-site Financial Advisor role based in Doylestown, PA. The Financial Advisor will provide personalized financial planning services, assist clients with retirement planning, and offer tailored investment strategies. Day-to-day responsibilities include consulting with clients to understand their financial goals, developing customized plans, managing investment portfolios, and delivering expert advice to help clients make informed financial decisions. Advisors will maintain strong client relationships and ensure compliance with industry regulations.
Qualifications