Wealth Management Professional

4 days ago


Altoona, Pennsylvania, United States H Cap Connect, LLC. Full time

At H Cap Connect, LLC., we are seeking a highly skilled Wealth Management Professional to join our team. This role is ideal for individuals who are passionate about providing exceptional client service and have a strong background in financial services.

Key Responsibilities:
  • Assist the lead advisor in managing existing client relationships, including answering client questions and updating the CRM with all client communications.
  • Develop a clientele of your own, working closely with the lead advisor to build strong relationships with clients.
  • Follow up on leads to the firm, ensuring that all potential clients are properly vetted and onboarded.
  • Follow the prescribed workflow process for planning or reporting activity in preparation for client meetings or reviews.
Requirements:
  • Bachelor's degree in business, administration, accounting, finance, or a similar field of study.
  • Minimum of two years' experience in the financial services industry.
  • Series 7, 63, 65, and Life Insurance licensed.
  • Strong interpersonal skills, with the ability to build strong relationships with clients.
  • Strong time management and organizational skills, with the ability to prioritize and manage multiple projects.
  • Ability to recognize and provide solutions to problems, with a strong focus on delivering exceptional client service.

This is a salary plus commission role, offering a competitive compensation package and opportunities for growth and development.



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