Wealth Advisor

1 month ago

Harrisburg, United States F&M Trust Full time
ABOUT THE ROLE

F&M is seeking an individual to join the Greater Capital Region Wealth Management team as a Wealth Advisor in preparation to transition to a niche service line. The successful candidate will embark on an "apprenticeship" style program to become a full-fledged fiduciary Wealth Advisor with deep expertise in Special Needs Trusts (SNT).

In partnership with the mentor, the individual will learn how to administer special needs trusts and guardianships and will be developed as a trustee, being responsible for investing funds, making disbursements, paying taxes, and maintaining detailed accounts. The Advisor will become an expert in understanding relevant government programs, including strict regulations concerning the use of SNT assets, since improper use of funds can disqualify the beneficiary for important means-tested public benefits. In addition to handling these technical requirements, the trustee will cultivate a profound appreciation for the beneficiary's needs and desires such that the trust will make the best possible contribution to the individual's quality of life.

The incumbent will also learn sales skills required to originate and maintain strategic referral sources, how to interact with clients to achieve the best outcome for their needs, and implement the best practices in the industry. Following this mentorship period, the individual will be responsible for meeting and exceeding sales goals.

COMPREHENSIVE BENEFITS INCLUDE
  • Medical, Dental, and Vision Insurance
  • Pay-for-Performance (Bonus) Earning Potential
  • Paid Time Off and 11 Paid Bank Holidays
  • 401(k) with up to a 6% Match
  • Paid Life Insurance, Short-term Disability, and Long-term Disability
  • And much
MINIMUM QUALIFICATIONS
  • Bachelor's degree.
  • Possesses CTFA (Certified Trust and Fiduciary Advisor) or CFP (Certified Financial Planner), or willingness and ability to obtain.
  • Strong written and verbal communication skills.
  • Desire and drive to provide best-in-class customer service.
  • Empathy and authenticity.
  • Ability to present technical material effectively with clients and prospects.
  • Proficient with Excel and Word.
  • Ability to develop and execute a sales strategy to target prospects and build a network of key decision makers and centers of influence.


If this is something that raises any interest and you have the minimum qualifications and drive to excel in the role, we encourage you to complete an employment application. We will be in contact with the most qualified applicants who meet our hiring criteria in the upcoming weeks to get interviews started.

COMPARABLE JOB TITLES

To help our job title resonate with you, other organizations may title their positions like the following: Assistant Relationship Manager, Fiduciary Advisor, Fiduciary Advisor Administrator, Financial Advisor, Guardian Officer, Investment Advisor, Investment Associate, Investment Relationship Advisor, Jr. Broker, Junior Trust Officer, Relationship Manager, SNT Advisor, Special Needs Trusts Administrator, Special Needs Trusts Advisor, Supplemental Needs Trust Advisor, Trust Officer, Wealth Management Advisor, Wealth Advisor, and Wealth Manager.

F&M Trust is an Equal Opportunity Employer - M/F/Disability/Vet/SO

  • Wealth Advisor

    1 month ago

    Harrisburg, United States Farmers & Merchants Trust Full time

    ABOUT THE ROLE F&M is seeking an individual to join the Greater Capital Region Wealth Management team as a Wealth Advisor in preparation to transition to a niche service line. The successful candidate will embark on an "apprenticeship" style program Wealth Advisor, Relationship Manager, Advisor, Wealth, Officer, Banking, Trust

  • Wealth Advisor

    2 weeks ago

    Harrisburg, Pennsylvania, United States F&M Trust Full time

    ABOUT THE ROLE F&M is seeking an individual to join the Greater Capital Region Wealth Management team as a Wealth Advisor in preparation to transition to a niche service line. The successful candidate will embark on an "apprenticeship" style program to become a full-fledged fiduciary Wealth Advisor with deep expertise in Special Needs Trusts (SNT). In...

  • Wealth Advisor

    1 month ago

    Harrisburg, United States F&M Trust Full time

    Job DescriptionJob DescriptionABOUT THE ROLEF&M is seeking an individual to join the Greater Capital Region Wealth Management team as a Wealth Advisor in preparation to transition to a niche service line. The successful candidate will embark on an "apprenticeship" style program to become a full-fledged fiduciary Wealth Advisor with deep expertise in Special...

  • Wealth Advisor

    4 weeks ago

    Harrisburg, United States F&M Trust Full time

    Job DescriptionJob DescriptionABOUT THE ROLEF&M is seeking an individual to join the Greater Capital Region Wealth Management team as a Wealth Advisor in preparation to transition to a niche service line. The successful candidate will embark on an "apprenticeship" style program to become a full-fledged fiduciary Wealth Advisor with deep expertise in Special...

  • Wealth Advisor

    2 weeks ago

    Harrisburg, United States F&M Trust Full time

    **ABOUT THE ROLE** In partnership with the mentor, the individual will learn how to administer special needs trusts and guardianships and will be developed as a trustee, being responsible for investing funds, making disbursements, paying taxes, and maintaining detailed accounts. The Advisor will become an expert in understanding relevant government...

  • Wealth Advisor

    4 weeks ago

    Harrisburg, United States gpac Full time

    Wealth Advisor Our growing financial services firm is seeking an experienced Wealth Advisor to join our team. This position requires an existing book of business as you will be responsible for managing your own clients. Responsibilities: Provide comprehensive financial planning and investment management for high net worth individuals Develop and maintain...

  • Wealth Management Advisor

    2 months ago

    Harrisburg, United States pontemla.com Full time

    **Our client a Fortune 1000 company has opportunities for experienced advisors and inexperienced career changers to join a prestigious organization with the support and training to be the most successful advisor you can be.** **The Role of a Financial Advisor**: - Build your own Financial Planning Practice - Client Acquisition & Marketing - Client...

  • Wealth Management Advisor

    3 weeks ago

    Harrisburg, United States pontemla.com Full time

    **Our client a Fortune 1000 company has opportunities for experienced advisors and inexperienced career changers to join a prestigious organization with the support and training to be the most successful advisor you can be.** **The Role of a Financial Advisor**: - Build your own Financial Planning Practice - Client Acquisition & Marketing - Client...

  • Financial Advisor

    1 month ago

    Harrisburg, United States Cetera Investment Services LLC Full time

    Applicants are required to hold a current FINRA Series 7 and 66 (or 63/65) in order to be considered.The Financial Advisor is responsible for providing financial planning, financial advice and investment management to serve the needs of the bank’s consumer and business customers. The Financial Advisor assesses the customer’s investment portfolio,...

  • Financial Advisor

    4 weeks ago

    Harrisburg, United States Cetera Investment Services LLC Full time

    Applicants are required to hold a current FINRA Series 7 and 66 (or 63/65) in order to be considered.The Financial Advisor is responsible for providing financial planning, financial advice and investment management to serve the needs of the bank’s consumer and business customers. The Financial Advisor assesses the customer’s investment portfolio,...

  • Financial Advisor

    2 weeks ago

    Harrisburg, United States First National Bank of Pennsylvania Full time

    Primary Office Location: 409 North 2nd Street. Harrisburg, Pennsylvania. 17101. Join our team. Make a difference - for us and for your future. n Position Title: Financial Advisor Business Unit: WM - FNIS Reports to: Varies Based on Assignment Position Overview: This position is primarily responsible for supporting the Bank's business plan and established...

  • Agent Sales Advisor

    2 weeks ago

    Harrisburg, United States Ritter Insurance Marketing Full time

    About Ritter Insurance Marketing Ritter Insurance Marketing is an independent marketing organization supporting independent insurance agents in the senior health and life insurance market. Based in Harrisburg, Pennsylvania, Ritter has satellite offices in New York, Nebraska, Idaho, Arizona, Florida, Maryland, North Carolina and Ohio. More than 280 full-time...

  • Senior Agent Sales Advisor

    1 month ago

    Harrisburg, United States Ritter Insurance Marketing Full time

    About Ritter Insurance MarketingRitter Insurance Marketing is an independent marketing organization supporting independent insurance agents in the senior health and life insurance market. Based in Harrisburg, Pennsylvania, Ritter has satellite offices in New York, Nebraska, Idaho, Arizona, Florida, Maryland, North Carolina and Ohio. More than 280 full-time...

  • Senior Agent Sales Advisor

    2 weeks ago

    Harrisburg, United States Ritter Insurance Marketing Full time

    About Ritter Insurance MarketingRitter Insurance Marketing is an independent marketing organization supporting independent insurance agents in the senior health and life insurance market. Based in Harrisburg, Pennsylvania, Ritter has satellite offices in New York, Nebraska, Idaho, Arizona, Florida, Maryland, North Carolina and Ohio. More than 280 full-time...

  • Fiduciary Services Business Support Manager

    1 day ago

    Harrisburg, United States Citizens Financial Group, Inc. Full time

    The incumbent will focus on applying fiduciary service knowledge, as well as operational and risk management expertise across the business in support of a meaningful customer experience. The Fiduciary Business Support Manager is responsible for the m Support Manager, Business, Support, Manager, Wealth Advisor, Operations, Technology, Banking

  • Agent Sales Advisor

    4 weeks ago

    Harrisburg, United States Integrity Marketing Group Full time

    Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their health and wealth so they can be ready for the good days...

  • Agent Sales Advisor

    3 weeks ago

    Harrisburg, United States Integrity Marketing Group Full time

    **About Ritter Insurance Marketing** Ritter Insurance Marketing is an independent marketing organization supporting independent insurance agents in the senior health and life insurance market. Based in Harrisburg, Pennsylvania, Ritter has satellite offices in New York, Nebraska, Idaho, Arizona, Florida, Maryland, North Carolina and Ohio. More than 280...

  • Client Service Associate

    1 week ago

    Harrisburg, United States Fort Pitt Capital Group, LLC Full time

    **Fort Pitt Capital Group - an independent Registered Investment Advisor (RIA) - is currently seeking a Client Service Associate (CSA) to join our Harrisburg team. **The CSA plays a crucial role in supporting the client relationship by handling operational and administrative tasks involved in financial planning and wealth management. The CSA works directly...

  • Agent Sales Advisor

    2 weeks ago

    Harrisburg, PA, United States Ritter Insurance Marketing Full time

    About Ritter Insurance Marketing Ritter Insurance Marketing is an independent marketing organization supporting independent insurance agents in the senior health and life insurance market. Based in Harrisburg, Pennsylvania, Ritter has satellite offices in New York, Nebraska, Idaho, Arizona, Florida, Maryland, North Carolina and Ohio. More than 280 full-time...

  • Fiduciary Services Business Support Manager

    4 days ago

    Harrisburg, United States Citizens Full time

    DescriptionThe incumbent will focus on applying fiduciary service knowledge, as well as operational and risk management expertise across the business in support of a meaningful customer experience. The Fiduciary Business Support Manager is responsible for the management and execution of the fiduciary services account opening & closing processes. Jointly...