Financial Advisor

Position Summary

The Financial Advisor serves as the primary point of contact for clients and is responsible for delivering personalized financial advice and comprehensive wealth management strategies to clients. The role is highly client-facing, focusing on building strong, long-term relationships, understanding client goals, and providing tailored recommendations across investments, retirement planning, risk management, tax strategies, estate planning, and charitable contributions.

Our Team Values

Generosity: We give to bless others and inspire our clients to do the same

Relationship: We value others by prioritizing relationships and showing empathy

Excellence: We strive for the highest levels of quality and professionalism by never cutting corners

Authenticity: We are consistent in our character and genuine care for our clients

Fun: We create a positive and enjoyable environment that encourages strong connections

Job Responsibilities

• Serve as the primary advisor and trusted partner for a book of clients.
• Conduct in-depth discovery meetings to understand client objectives, risk tolerance, and financial priorities.
• Deliver and present comprehensive financial plans, investment strategies, and retirement priorities.
• Maintain ongoing communication with clients to monitor progress, address changes, and adjust strategies as needed.
• Develop, implement, and monitor customized financial plans using planning software.
• Conduct investment analysis, portfolio construction, and asset allocation based on client goals and risk profiles.
• Collaborate with external professionals (CPAs, attorneys, and insurance specialists) to deliver coordinated client solutions.
• Understand and utilize client relationship management systems to document client information and manage tasks.
• Manage assigned client base and contribute to firm growth by developing and bringing on new client relationship
• Oversee account transactions and service requests in coordination with support staff.
• Mentor and guide Associate Advisors, Planning Associates, or support staff as needed.
• Coordinate and maintain rules and regulations relating to compliance and disclosures.
• May provide support to Wealth Advisors for high net worth clients.

Position Qualifications

• Bachelor’s degree in a related field required.
• 5+ years of financial industry service experience required.
• Proficient in investment and insurance products.
• Experience with successfully managing client relationships and delivering financial advice.
• Extremely strong organizational, problem-solving, and communication skills.
• Willing and able to serve clients across Central Pennsylvania, Bucks County, and Union County through a mix of in-person and virtual meetings based on client needs.
• Must hold Series 65.
• CFP® certification preferred. If not already held, must be obtained within 6 months of employment.

Required Abilities and Personal Character Qualities

• Highest level of integrity and ethical standards, and absolute respect for client confidentiality.
• Attention to detail and a high degree of accuracy; ability to work in a highly regulated environment and navigate paperwork requirements with minimal error.
• Professional attitude, demeanor, and appearance.
• Passion for excellence and a strong dedication to clients and teammates.
• Ability to interact with business owners, C-level executives, and high net worth clients.
• Initiative and resourcefulness to solve problems and suggest improvements.
• Ability to work independently but also collaborate in a team atmosphere.

Pay: $90,000.00 - $100,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Employee assistance program
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Professional development assistance
• Vision insurance

Work Location: In person