CAREER OPPORTUNITIES

CAREER OPPORTUNITIES

OUR COMPANY IS GROWING

Kistler-Tiffany Advisors, located in Berwyn, Pennsylvania, is a wealth planning firm with a 40 year history of serving private clients. We provide financial advisors with an RIA platform where they enjoy high payouts and time to grow their practices. Our advisors access best in class open architecture investment options through Pershing LLC and enjoy greater freedom with our support services model.

Better Serve Your Clients:

  • Our in-house experts develop creative solutions to meet our clients' unique objectives.
  • Customized Portfolio Design Flexibility.
  • Work with an experienced Advanced Estate Planning Firm in the Delaware Valley.

Grow Your Practice:

  • The ability to grow your own practice utilizing a team of experienced portfolio analysts: case design and research specialists available directly to you, leaving you more time to stay focused on your clients and prospects. The ratio of support staff to advisor is 2:1!
  • Advanced Estate and Business Succession Planning capabilities.
  • Transition Support and Mentoring.

Enhance Your Personal Life:

  • Enjoy high payouts and more time to grow your practice and focus on client relationships.
  • Level your time for both professional and personal activities.
  • KTA Community offers Camaraderie, Experience and Expertise.

KTA Advantage:

  • Enjoy high payouts and more time to grow your practice and focus on client relationships.
  • Timely approvals, set realistic expectations to meet clients needs.
  • Lever your time for both professional and personal activities. We have built a deep wealth management team that includes professional staff, technology, and brand to help you run an efficient practice.
  • You have the opportunity to better monetize your business, by utilizing our in-house estate planning and insurance expertise.
  • KTA is a trusted and recognized brand, increasing your credibility with clients and prospects.
  • KTA Community offers Camaraderie, Experience and Expertise.

Advisor Profile

  • Minimum of 3 years experience in wealth management services.
  • Licenses: Series 7, 65, or 66 (or appropriate designation to be registered as an Investment Advisory Rep.), and Life Insurance.
  • Four-year college degree.
  • Desire to grow your practice.
  • Limited by present atmosphere, support and resources.
  • Strives for achievement.
  • Personality for sophisticated, affluent marketplace.
  • Goal-oriented.
  • Strong values and high standard of ethics.
  • Involved with community.
  • Family oriented.


CAREERS: Contact Jeff Morrison: 610-722-3314

 

Succeeding in the New Competitive Age

Target an upscale market

Most financial advisors will slug it out in middle and lower-end markets, either because they know them best or their newcomer skills are ill-suited for the high-end. Delivering top-notch service to those markets will get more and more difficult as rising competition thins margins further.

The upscale market is a different story. There is a greater the need for personalized service from an experienced financial professional. That means that those who can skillfully tap into the high-end market will have the best opportunities to grow.

Partner with those who value experienced advisors highly

At Kistler-Tiffany Advisors, we prize experienced advisors for one simple reason: they have the skills to meet the unique needs of our sophisticated target market. Our clients understand the added value a seasoned advisor brings to the table, and so does Kistler-Tiffany Advisors. That’s why our advisors get all the resources and attention they need - from personal coaching to in-house support services.

Within an entrepreneurial atmosphere, advisors will discover lower costs, new opportunities and the ability to maintain an independent identity. Independent advisors usually have high expenses because they cannot share their fixed costs. Partnering with Kistler-Tiffany Advisors spreads expenses across the firm. While many advisors believe they can "sell" their way out of a high cost structure, they still invest significant time managing the office. That time might be spent more profitably meeting with prospects and clients.

Maintain Your Independence

At Kistler-Tiffany Advisors, advisors control their destiny. Entrepreneurial viewpoints are valued. This management style matches our business goals. Our clients are turned off by "product-driven, one-size-fits-all" approaches - they want customized solutions. So we have organized ourselves to be entirely client objectives-driven rather than product-driven. Our advisors feel free to deliver solutions that best meet client needs using the most effective tools and strategies. As a result, there is no competition among advisors internally. Instead, there is an atmosphere of mutual support.

Registered Investment Advisor

Kistler-Tiffany Advisors is a Registered Investment Adviser with the SEC.

One-Stop Shopping

Kistler-Tiffany Advisors employs highly specialized professionals who intimately understand the issues affecting family and privately owned businesses. We offer many of the services our clients need - estate planning, wealth transfer and protection strategies, charitable planning, business succession advice and investment management services.


Services Provided To Advisors Through Kistler-Tiffany Advisors

Client-Centered Case Design:

  • Investment Process
    • Design and Research
    • Reporting and Portfolio Rebalancing
    • Business Processing
  • Estate Planning and Business Succession
    • Case Design Process, present ready
    • Access to legal advisors

Comprehensive Administration Support:

  • Maximize time for client and prospect interaction
  • Minimize time involved with office management and administration
  • Human Resources functions
    • Interview
    • Hire
    • Manage Support Staff
    • Terminations
  • Company Receptionist
  • Efficient management of common expenses/reimbursement
    • Cash flow organization
    • Cost savings
  • Payroll and Benefits administration for all personnel
  • Office space management, lease negotiations
  • New Account processing and Underwriting negotiations
  • Continuing education and licensing tracking

Marketing Support:

  • Client-Centered Planning Process
  • Affiliation/sharing of ideas/camaraderie with experienced advisors
  • Outstanding reputation with legal advisors, community and financial services industry
  • Web Site
  • Recruiting (hiring and training) to grow our revenue, spread expenses, and strengthen our firm
  • Custom crafted presentations with up-to-date graphics
  • Monthly Market Review (MMR)
  • Client Advisory Bulletin (CAB)
  • Illustrations/Product Training and Support

Technology Support

  • Telephone support (auto-attendant)
  • Telephone lines (DIDs / DID Faxes)
  • IT support person on staff to troubleshoot problems
  • Ethernet internet connection
  • Network access, backed up daily
  • Junxure CRM to manage your practice

An Excellent Reputation

Don’t take our word for it. Ask any leading regional accounting or law firm. They will tell you that Kistler-Tiffany Advisors is a recognized leader in wealth planning services.

We’d like to tell you more about our company and what it offers experienced advisors.

CAREERS: Contact Jeff Morrison: 610-722-3314


The information being provided is strictly as a courtesy. When you link to any of these web-sites provided herein, Comprehensive Asset Management & Servicing, Inc. makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site.

OUR MISSION: Kistler-Tiffany Advisors strives to provide personalized asset management and estate planning services to individual clients and their families with complex financial needs

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