Investment Advisor Representative

A great experience starts with a great team! Cumberland Advisors, LLC, a growing, well-respected wealth management firm, is actively seeking a Series 65 licensed, Investment Advisor Representative to join our team in the Greater Philadelphia region. This individual will contribute to the firm’s strategic growth in a key Northeast market.Position OverviewThe Investment Advisor Representative is responsible for fostering and maintaining strong client relationships while delivering a high-touch, personalized client experience. This role serves as a primary point of contact for clients, communicates clearly and empathetically throughout their financial journey, and supports the implementation and ongoing monitoring of investment strategies aligned with client goals. The Investment Advisor Representative collaborates closely with Private Wealth Advisors to deepen relationships and drive client success.Essential Duties and ResponsibilitiesDeliver tailored investment strategies and holistic planning to a mix of individuals, families, and institutions.Build and deepen client relationships with a focus on trust, outcomes, and service excellence.Serve as a first point of contact for clients and respond promptly to inquiries and requests.Assess and monitor client financial needs, objectives, and risk tolerance.Collaborate across planning, client service, and operations to ensure exceptional client experiences.Stay updated on investment products, portfolio management principles, and market trends.Contribute to the firm’s strategic growth in assigned market.Education & QualificationsAn active Series 65 License and meaningful advisory experience.Bachelor’s degree in Finance, Economics, or a related field is normally required.Ability to communicate clearly and serve with confidence. Proven ability to build and maintain long-term client relationships.High level of professionalism, integrity, and commitment to fiduciary principles.Skill(s)Proficient reading, writing, grammar, and mathematics skills; strong communication, analytical and interpersonal skills; above average organizational and time management skills; strong problem solving skills; exceptional attention to detail and impeccable ethical conduct; able to work independently and as part of a team in a fast-paced environment; ability to sit, stand, walk, bend, stoop, reach with hands or arms, use hands to manipulate objects, handle or feel, and lift items weighing 20 lbs. or less; visual, auditory and speaking skills; valid driver’s license is required. About Cumberland Advisors, LLCCumberland Advisors, LLC is a Registered Investment Advisory firm known for integrity, consistency, and strong client relationships. Our headquarters are in Sarasota, FL. We have clients nationwide and internationally.Pay TransparencyWe set standard salary ranges for our roles based on the position, function, and responsibilities, as benchmarked against similarly sized companies in our industry. Specific compensation offered will be determined based on a combination of factors including the candidate’s knowledge, skills, depth of work experience, and relevant licenses/credentials. The salary range may vary based on geographic location.The compensation for this position includes base pay plus the potential to earn a production bonus.BenefitsCumberland Advisors, LLC offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account, dental and vision insurance; life insurance; 401(k) program with employer match and employee stock purchase plan; paid time off, paid holidays; disability insurance coverage, parental leave; employee assistance program, and tuition reimbursement.  In addition, all employees are eligible to participate in mentorship programs, receive individualized development and career counseling, and participate in Mid Penn University courses and development programs. EEO StatementQualified applicants are considered without regard to race, color, age, sex, sexual orientation, gender identity, religion, national origin, genetic information, pregnancy, disability, or protected veteran status. We also comply with all applicable laws governing employment practices and do not discriminate on the basis of any unlawful criteria.Equal Opportunity Employer–Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender IdentitySponsorship StatementAs a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Cumberland Advisors, LLC currently or in the future.