Category:

Accounting /

Finance Job Type:

Permanent Branch:

Bala Cynwyd Salary:

$ 45000.00

$ 65000.

Phone:

\n(610) 660-8020 A growing wealth management practice in Williamsport, PA is seeking an Associate Financial Advisor to join its team. This opportunity is well suited for someone who is interested in building a long-term career in financial planning and wealth management, whether they are beginning their career or bringing relevant financial services experience to the role. The Associate Financial Advisor will work closely with the advisory team and participate in client meetings, financial planning activities, investment recommendations, and other aspects of the financial advisory process. The ideal candidate will be motivated to develop strong client relationships, expand their knowledge of investments and financial planning, and gradually take on greater responsibility within the practice.

Key Responsibilities:

Participate in client meetings and assist with developing and maintaining strong client relationships.
Support the financial planning process and assist with investment recommendations and related
client needs.
Work closely with the advisory team to learn the various functions of a wealth management practice.
Build knowledge of financial products, investment strategies, and financial planning concepts.
Develop the skills and experience necessary to take on increasing responsibility as a financial advisor.
Maintain a professional, dependable, and client-focused approach when working with clients and team members.
Contribute to the continued growth and success of the practice through strong communication, follow-through, and relationship building.

Job Requirements Job Requirements:

Bachelor's degree in finance, business, economics, accounting, or a related field preferred.
Strong communication and interpersonal skills.
Genuine interest in investments, financial planning, and wealth management.
Motivated, dependable, and willing to learn.
Strong work ethic and team-oriented mindset.
Ability to build trust and develop meaningful relationships with clients.
Desire to establish a long-term career in financial advising.
Previous financial services experience is a plus, but candidates at the beginning of their careers are encouraged to apply.
Existing financial industry licenses are a plus, but not required.

Qualifications:

Ability to communicate effectively with clients and colleagues in a professional manner.
Strong organizational skills and attention to detail.
Self-motivated approach with the ability to learn new concepts and responsibilities.
Demonstrated interest in developing a career within the financial services industry.
Candidates with relevant experience and an established client base or book of business may be considered for additional compensation based on their background and potential contribution.

By applying for this job, you agree to receive calls, Al-generated calls, text messages, or emails from Synerfac Technical Staffing and our contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undeliverable messages. You can reply STOP to cancel and HELP for help. 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