Position Overview We are an independent wealth management and investment advisory firm seeking a Wealth Management Associate to participate in financial planning, investment management, client service, and the day-to-day operations of the practice. This position offers broad exposure to financial planning, portfolio management, investments, client relationships, and wealth management operations . The successful candidate will be involved in a variety of responsibilities and have the opportunity to take on additional responsibilities as experience, judgment, and capabilities develop. We are looking for someone who is analytical, dependable, professional, and a natural problem solver . The ideal candidate takes initiative, works independently, and takes ownership of responsibilities from start to finish. While business development is not the primary focus of the role, we value individuals who are comfortable developing professional relationships and contributing to the long-term growth of the firm. Responsibilities Prepare and maintain comprehensive financial plans Participate in client meetings and assist with follow-up and implementation Conduct investment, fund, market, and portfolio research Monitor portfolios and assist with rebalancing and implementation Prepare financial planning and investment analyses Assist with ongoing client service and communication Research and resolve planning, investment, account, and operational matters Assist with compliance and operational responsibilities Participate in prospective client meetings and other firm growth initiatives when appropriate Take on increasing responsibility as experience and capabilities develop Qualifications Bachelor's degree required Background, coursework, or experience in finance, financial planning, investments, banking, accounting, economics, or related fields preferred Experience in wealth management, financial planning, investments, banking, or other financial services preferred Strong understanding of investments and financial planning principles Strong analytical, organizational, and problem-solving skills Excellent communication and interpersonal skills Ability to work independently and take ownership of responsibilities High level of integrity, professionalism, and accountability Series 65 required; candidates who do not currently hold the license must be willing and able to obtain it within an agreed-upon timeframe CFP® designation, CFP® candidate, or interest in pursuing CFP® certification is a plus Compensation & Benefits Base compensation commensurate with experience and qualifications Performance-based compensation opportunities reflecting overall contribution to the firm, including client service, initiative, professional development, and support of firm growth Health Reimbursement Arrangement (HRA) Retirement plan with employer match Support for professional development and CFP® certification This position offers the opportunity to gain broad experience across financial planning, investments, and wealth management. Responsibilities and opportunities can expand over time based on performance and the needs of the firm. If you enjoy financial planning and investments, working with people, and solving complex problems, we would like to hear from you.

Pay:

$50,000.00 - $85,000.00 per year

Benefits:

Health insurance Paid time off Professional development assistance Retirement plan Application Question(s): Have you completed a bachelor's degree? Are you able to reliably commute to Blakely, PA for a full-time in-office position? Do you currently hold the Series 65, or are you willing and able to obtain it within the required timeframe? Briefly describe your experience, coursework, internship, or background related to financial planning, investments, banking, wealth management, accounting, economics, or financial services. What interests you about working in a wealth management role within a smaller independent advisory firm? What interests you about this opportunity in Northeastern Pennsylvania?

Work Location:

In person