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C
CooksonPeirce
Wealth Advisor
Career Insights for Financial Planner / Investment Consultant
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Based on Pennsylvania data
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What they do
A Financial Planner or Investment Consultant advises clients on financial plans and investment strategies. Discusses the client's financial objectives, focusing on investment options and products. May be licensed to buy and sell financial products such as stocks and bonds.
$107,549 / year median in Pennsylvania
+4% projected growth
Job Description
Wealth AdvisorPosition OverviewWe are seeking a client-focused Wealth Advisor to deliver comprehensive wealth management and financial planning services to high-net-worth and affluent clients. The Wealth Advisor will develop tailored investment strategies, coordinate tax and estate planning, manage client portfolios, and build long-term relationships to grow assets under management while acting as a fiduciary and trusted financial partner.
Key ResponsibilitiesBuild and maintain deep, trust-based relationships with high-net-worth and affluent clients, acting as the primary point of contact for their financial needs.
Develop and implement comprehensive financial plans that address investments, retirement, tax optimization, estate planning, insurance, and cash-flow management.
Provide customized investment advice and construct diversified portfolios aligned to client objectives, risk tolerance, and time horizon.
Monitor client portfolios and market conditions, rebalance allocations as needed, and provide regular performance reporting and plan reviews.
Drive client acquisition and business development through referrals, networking, seminars, and targeted outreach to grow assets under management.
Ensure full compliance with regulatory requirements and firm policies, maintain accurate client documentation, and prepare disclosures and suitability analyses.
Serve as a mentor to junior advisors and support staff, contributing to process improvements and best practices across the team.
Stay current on industry trends, investment products, tax law changes, and maintain continuing education and required licenses.
QualificationsCertified Financial Planner (CFP) designation preferred or in progress; demonstrated competency in financial planning principles.
Series 65 registration (or equivalent state investment adviser registration) required or willingness to obtain promptly.3+ years of experience in wealth management, financial planning, or private client advisory roles with a track record of managing high-net-worth relationships and growing AUM.Bachelors degree in Finance, Economics, Business, or related field; advanced degree (e.g., MBA) a plus.
Strong knowledge of investment products, portfolio construction, asset allocation, and risk management.
Excellent interpersonal and communication skills with the ability to explain complex financial concepts in clear, client-friendly terms.
Proficient with financial planning tools and portfolio platforms (e.g., eMoney, MoneyGuidePro, Morningstar, Orion) and Microsoft Office Suite.
High ethical standards, fiduciary mindset, attention to detail, and ability to maintain confidentiality.
Willingness to travel for client meetings and community events as required; successful completion of background checks and firm onboarding processes.
Key ResponsibilitiesBuild and maintain deep, trust-based relationships with high-net-worth and affluent clients, acting as the primary point of contact for their financial needs.
Develop and implement comprehensive financial plans that address investments, retirement, tax optimization, estate planning, insurance, and cash-flow management.
Provide customized investment advice and construct diversified portfolios aligned to client objectives, risk tolerance, and time horizon.
Monitor client portfolios and market conditions, rebalance allocations as needed, and provide regular performance reporting and plan reviews.
Drive client acquisition and business development through referrals, networking, seminars, and targeted outreach to grow assets under management.
Ensure full compliance with regulatory requirements and firm policies, maintain accurate client documentation, and prepare disclosures and suitability analyses.
Serve as a mentor to junior advisors and support staff, contributing to process improvements and best practices across the team.
Stay current on industry trends, investment products, tax law changes, and maintain continuing education and required licenses.
QualificationsCertified Financial Planner (CFP) designation preferred or in progress; demonstrated competency in financial planning principles.
Series 65 registration (or equivalent state investment adviser registration) required or willingness to obtain promptly.3+ years of experience in wealth management, financial planning, or private client advisory roles with a track record of managing high-net-worth relationships and growing AUM.Bachelors degree in Finance, Economics, Business, or related field; advanced degree (e.g., MBA) a plus.
Strong knowledge of investment products, portfolio construction, asset allocation, and risk management.
Excellent interpersonal and communication skills with the ability to explain complex financial concepts in clear, client-friendly terms.
Proficient with financial planning tools and portfolio platforms (e.g., eMoney, MoneyGuidePro, Morningstar, Orion) and Microsoft Office Suite.
High ethical standards, fiduciary mindset, attention to detail, and ability to maintain confidentiality.
Willingness to travel for client meetings and community events as required; successful completion of background checks and firm onboarding processes.