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Careers

Why Cordasco Financial Network?


At Cordasco Financial Network we see the big picture -- the big wealth picture. With decades of financial experience, we know that your wealth is not just about finances alone. It must be viewed in the broader context of your current needs, future goals, and overall values. 

We are always looking for top of the line talent. Below are the positions we are currently interviewing for:

 

Senior Financial Advisor

The Senior Financial Advisor will possess a thorough knowledge of the financial advisory business and is committed to being part of a team that delivers a comprehensive financial planning and investment management solution.  This individual must have strong relationship management skills and be client attentive.  He/she must be reliable, organized and motivated.  The qualified candidate must be dedicated to addressing the interests of the client, goal oriented and able to work well in both a self-directed and collaborative work environment.  They must act as a mentor to other junior advisors and be actively involved in their development.  Additionally, they should be a specialist in at least one of the following major disciplines:  Tax, Risk, Estate, Investment and/or Insurance Planning.

Qualifications:

  • Undergraduate degree in business, finance or economics or equivalent work experience with a background in the financial advisory services field is required
  • 5+ years of directly related experience in the financial services industry
  • Licenses and credentials:  Series 63 and 65 required
  • CPA and/or CFP preferred
  • Knowledge of key planning, investment and risk management concepts
  • Excellent computer skills (fluent in Word, Excel, PowerPoint)
  • Familiar with CRM systems and tools and willing to learn and embrace our in-house programs
  • Excellent written and oral communication skills, including strong presentation skills
  • Proven ability to show discretion in private and confidential matters

 

Skills:

  • Able to see the big picture and handle the details
  • Able to prioritize workload to meet deadlines
  • Comfortable delivering presentations and conducting telephone conversations
  • Able to lead client review meetings
  • Excellent listener
  • Can identify and adapt to changing client and work environment needs
  • Can re-assure clients and put them at ease
  • Possesses strong analytic skills
  • Can give direction and develop an effective financial plan
  • Possesses a passion to help clients and develop the team

If you are interested in joining our team, please send resume, cover letter and salary requirements 

 

 

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