Wealth Advisor Associate

Found in: Resume Library US A2 - 1 week ago

Ephrata Pennsylvania, United States Smoker & Company LLC Full time
At Smoker Wealth Management LLC, our mission is to meet our client’s wealth management needs.  We provide our clients with a wide portfolio of products and services that supports them on their financial journey.  Working with clients and fellow employees our company provides a diverse and stimulating work environment.

 

We are seeking a dedicated and experienced Wealth Advisor Associate to join our growing team.  This newly created position will play a vital role in providing high-quality product and service recommendations to our clients.  You will assist clients in navigating the complex world of wealth management options for them, their families and possibly their businesses.  You will also work closely with a team of experienced professionals, gain valuable industry knowledge, and contribute to the success and growth of our clients here in beautiful Lancaster County.

Our ideal candidate for the Wealth Advisor Associate role will have a solid sales and customer service background in financial services. This is the perfect opportunity for someone who has their FINRA Series 7 or 66 license and is ready and eager to learn about the world of wealth management.  Having tax experience would be a plus but is not a requirement.

Responsibilities:

·         Discuss financial objectives and risk tolerance with clients and recommend an appropriate financial planning strategy.

·         Answer client questions about any of their financial needs, which may include making trades on their behalf for their investments.

·         Review client accounts and plans regularly to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.

·         Assist in developing a financial plan with clients considering expenses, income, insurance coverage, financial objectives, tax status, and risk tolerance.

·         Build and maintain a client base while managing and updating client portfolio’s.

·         Assist advisors/support staff with any needs, including client documentation, proposals, research, etc.

·         Other duties as assigned by the manager.

Requirements

·         Bachelor’s degree preferred but not required.

·         Current or obtaining FINRA SIE, Series 7, and 66 Securities.

·         1 – 2 years of sales experience, including prospecting, cold calling, and in person networking.

·         Strong verbal and written communication skills

·         Experience with CRM systems preferred.

·         Previous experience in a financial services company.

·         Tax Preparation Experience preferred (but not a requirement)

·         Ability to multi-task

·         Ability to work both independently and collaboratively.

·         Ability to handle confidential information.

·         Valid driver’s license

Benefits

Uncapped Commission Plan

Medical,Dental, Vision Insurance

401K Match

Hybrid work environment options

Team Building Events

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