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Firstrust Financial Resources jobs and careers

About Firstrust Financial Resources

Firstrust Financial Resources, headquartered in Philadelphia, focuses in wealth management strategies and corporate benefits for individuals, businesses and nonprofit entities. With approximately 60 employees with backgrounds ranging from diverse tax efficient investing sand legal to financial and business, Firstrust Financial Resources has the tools and experience to deliver on a simple mission: to help ensure your financial security. Using the team’s experience and knowledge, clients are offered customized guidance and strategies on financial matters. In addition, FFR provides innovative and practical financial programs to its valued clients. In 2006, Firstrust Financial Resources joined Firstrust Bank, one of the region’s oldest and most respected financial institutions, and is a wholly owned subsidiary of the bank. In 2016, Firstrust joined Equitable Philadelphia branch, Karr Barth Associates. Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY), member SIPC, a broker-dealer(Equitable Financial Advisors in MI & TN)/Equitable Advisors, LLC, an SEC-registered investment advisor and do not provide tax/legal advice. Duly licensed agents offer annuities and insurance through Equitable Network, LLC; Equitable Network Insurance Agency of California, LLC in CA; Equitable Network Insurance Agency of Utah, LLC in UT; Equitable Network of Puerto Rico, Inc. in PR. EOE M/F/D/V. Firstrust Financial Resources, LLC (FFR) and Karr Barth Associates are not a registered investment advisors and are not owned or operated by Equitable Advisors or Equitable Network. Insurance, annuity, and investment products are not FDIC insured, are not deposits or other obligations of, or guaranteed by, any bank, are not insured by Any Federal Government Agency, and may go down in value. Important Information & Disclosures: http://bit.ly/2f98X9d AGE- 6480267.1(3/24)(Exp.3/28)

Founded
1934
Employees
125

Leadership

The top of Firstrust Financial Resources's org chart, with how many people report into each leader.

DF

David Fleisher

President, Chief Executive Officer

25 reports

CG

Carlos Guevara

Senior Vice President Of Sales

18 reports

BSPhoto of Brian C. Smith

Brian C. Smith

Director of Client Service

1 report

KB

Kenneth Beebe

Senior Vice President, Head of Portfolio Management

1 report

LBPhoto of Lisa Barbieri

Lisa Barbieri

Talent Acquisition Specialist

SGPhoto of Steph Gajari

Steph Gajari

Executive Administrator

Jobs at Firstrust Financial Resources

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