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How We Work

At Premier Financial Group our vision is to empower clients to create, build and protect assets to establish a lasting legacy. We hold ourselves to a high ethical standard and stand committed to maintaining our Christian and moral values.
Our firm is a comprehensive financial planning and risk management organization located in Glenside, Pennsylvania. We take pride in creating a close knit, professional working environment that offers clients specialized knowledge.

We are currently seeking one individual to join our team. 

Financial Advisor

As a financial advisor of Premier Financial Group, you can take charge of your career and your income as you form meaningful, long-term relationships with clients as you help them achieve their financial goals.

Responsibilities

  • Develop new client relationships
  • Provide sound financial advice to clients
  • Service clients and maintain strong client relationships
  • Handle client complaints and resolve problems
  • Identify and keep abreast of new market trends
  • Market the firm and develop its reputation with referral sources and the community (which includes adoption of the firm’s mission, vision statement and tagline)
  • Attend monthly office meetings
  • Attend monthly agent strategy meetings
  • Adhere to planning models and protocols established by the firm
  • Meet minimum production goals established by the firm

Qualifications

  • Bachelor’s degree in finance, accounting or related field preferred
  • Securities licensed
  • Studying for or completed 1 of the following is preferred but not required: CFP, CFA and ChFC
  • Minimum five years of sales experience in financial services
  • Comprehensive knowledge of securities products
  • Excellent interpersonal, verbal and written communication skills
  • Excellent customer service attitude and sales skills
  • Team player

Compensation

  • This position is 100% commission based
  • Financial Advisors at our firm will receive the following:
  • Administrative support with account opening and maintenance and insurance application submission
  • Access to copier, printer and fax
  • Telephone
  • Desktop computer and support
  • Office space and amenities

Contact: Lorita Grant, Director of Operations, loritag@premierfg.com, 215-887-4750, ext 24

Learn More About our Opportunities

Learn More About our Opportunities

Call us: 215-887-4750, ext 24

Email: loritag@premierfg.com