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FINANCIAL PLANNER

At Phillips Wealth Management, we prioritize your financial future. Our team of qualified financial consultants is dedicated to helping you navigate the complexities of investment planning and wealth management. We focus on building a lasting relationship with our clients, ensuring that your unique financial goals are at the forefront of our strategy.

LOCATION

New York City

EMPLOYMENT TYPE

Full-Time

What You’ll Do

    As a Financial Planner at Phillips Wealth Management, you will engage in personalized consultations to understand our clients' financial aspirations. Your role will involve crafting tailored investment strategies, conducting regular portfolio reviews, and providing ongoing financial advice to help clients achieve their goals.
    You will facilitate multiple meetings with clients, asking insightful questions to uncover their needs and preferences. This collaborative approach is crucial for developing a comprehensive financial plan that aligns with their long-term objectives.

Who You Are

    You are a proactive and detail-oriented individual with a strong background in financial planning. Excellent communication skills and the ability to build rapport with clients are essential. You thrive in a dynamic environment and are committed to continuous learning and professional development.
    A degree in finance or a related field, along with relevant certifications (such as CFP), will be preferred. Experience in wealth management or investment consulting is a plus.

PHONE

912-342-7373

OFFICE

1111 Glynco Parkway, Suite 36

Brunswick, GA 31525

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Investment Adviser Representative: Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a Registered Investment Adviser. Cetera is under separate ownership from any other named entity.

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Cetera Wealth Services LLC exclusively provides investment products and services through its representatives. Although Cetera does not provide tax or legal advice, or supervise tax, accounting or legal services, Cetera representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice.

 

Branch address: 1111 GLYNCO PARKWAY SUITE 36, BRUNSWICK, GA 31525

 

All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.

 

Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

 

This site is published for residents of the United States only. Financial Professionals of Cetera Advisor Networks LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisor Networks LLC site at www.ceteraadvisornetworks.com .

 

Important Information and Form CRS | Business Continuity Plan

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