Compass Financial Solutions is an Independent Financial Planning and Management Firm, Dedicated to Offering  World-Class End-to-End Service.

The principals of CFS began working with clients more than 30 years ago in the Greater Philadelphia Area. Today the firm serves clients in dozens of states with physical offices in Bucks County Pennsylvania and Upstate New York.

As an affiliated firm of Commonwealth Financial Network®, CFS offers an educational, non-sales approach that offers a fee-based compensation model, an independent model not influenced by a corporate parent, and a transparent fee structure.

Where our competitors fall short is where we strive. Building your plan is just the beginning. We believe our dedication to maintaining healthy communication and plan management is second to none. As the winds of your life change, we’re there to make sure your ship stays the course.

This communication is strictly intended for individuals residing in the states of CA, CO, DE, MA, MD, NC, NJ, NY, PA, VA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.

Benefit Planning Services, Inc.
dba Compass Financial Solutions
19 N West Street
Doylestown, PA 18901
P: 215-345-4205
F: 215-345-4207


Securities and Advisory Services offered through Commonwealth Financial Services, Member FINRA/SIPC ( www.FINRA.org / www.SIPC.org ), a Registered Investment Adviser


Please review our Terms of Use at www.commonwealth.com/termsofuse.html

Industry: Financial Services
Company Size: 2-10 employees

Compass Financial Solutions

Savvy Admin PROD

**Company Description **

Compass 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 Description **

This 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.

**Qualifications **

- Expertise in Financial Planning and Financial Advisory

- Strong knowledge of Investments and Retirement Planning

- Experience in Finance with the ability to assess market trends and develop effective strategies

- Highly effective communication, interpersonal, and client relationship-building skills

- Certifications such as CFP® (Certified Financial Planner) or equivalent are highly preferred

- Knowledge of industry regulations and compliance requirements is necessary

- Proficiency in financial planning software and tools is an asset

Financial Advisor

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