Financial Advisor

Company DescriptionCompass 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 DescriptionThis 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.QualificationsExpertise in Financial Planning and Financial AdvisoryStrong knowledge of Investments and Retirement PlanningExperience in Finance with the ability to assess market trends and develop effective strategiesHighly effective communication, interpersonal, and client relationship-building skillsCertifications such as CFP® (Certified Financial Planner) or equivalent are highly preferredKnowledge of industry regulations and compliance requirements is necessaryProficiency in financial planning software and tools is an asset