Associate Financial Advisor

PSI Capital Management; Lancaster (Lancaster County); Hybrid; USD 45,000 - 70,000; Full time

Job summary

Join a leading investment management firm as a Director of Marketing + Client Team Coordinator, where you'll blend client-facing advisory with operational support. Ideal candidates will possess integrity, leadership qualities, and a strong foundation in finance, eager to manage client relationships and contribute to team success through networking and strategic planning.

Benefits

401(k)

Health insurance

Paid time off

Bonus opportunities

Qualifications

• 2-5 years of experience as a Financial Advisor or similar.
• Strong leadership and communication skills are required.
• Financial industry knowledge including accounting and cash flow is a must.

Responsibilities

• Oversee client relationships and conduct financial planning.
• Coordinate with Client Service Team and manage workflows.
• Prepare and present client-related materials.

Skills

Integrity

Reliability

Strong interpersonal skills

Leadership

Time management

Detail-oriented

Financial industry knowledge

Client relationship management

Excellent public speaking

Technology skills

Education

Series 6/63, 7/66, or 65 licenses

ChFC, RICP, CFA, or CFP designation (preferred)

Tools

Redtail CRM

Morningstar

InvestCloud Financial Planning Software

SharePoint

Job description

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PSI Capital Management provided pay range

This range is provided by PSI Capital Management. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$45,000.00/yr - $70,000.00/yr

Direct message the job poster from PSI Capital Management

Director of Marketing +Client Team CoordinatorAtlanta, Ga | Based out of Lancaster, PA

Hybrid position combines client facing investment advisory development and lending support to clients through our Client Service & Operations team.

CHARACTERISTICS, SKILLS & EXPERIENCE

Characteristics:

• Integrity
• Humility
• Reliable
• Initiative
• Willingness
• Growth
• Resourceful
• Flexible
• Communicative
• Discretion/Confidentiality

Skills (What they can do):

• Strong interpersonal skills with an ability to connect with and adapt to others
• Strong leadership skills; lead by example
• Ability to work on a team and independently
• Excellent verbal and written communication skills
• Excellent reasoning and analytical skills
• Ability to be on time, manage time efficiently and effectively
• Excellent computer skills and capabilities
• Organized and detail-oriented
• Financial industry knowledge required including knowledge of accounting, cash flow and financial matters
• Client relationship management skills
• Excellent public speaking and presentation skills
• Marketing and networking skills
• Technology skills

Experience (Where they have been):

• Professional office setting
• Finance, accounting and general tax industry knowledge and experience
• Service industry experience; extensive customer service responsibility
• 2-5 Years Financial Advisor role or related experience; investment and insurance knowledge required
• Holds a series 6/63, 7/66 or 65 license(s)
• Compliance knowledge
• Computer/industry tech experience a plus
• Clean background check

ROLE, RESPONSIBILITY & EXPECTATIONS

Role (What role will this person fill):

Responsibilities (General Overview/Categories of responsibilities):

• Client Service Team Support & Special Projects
• Individual/Team and Company Participation

Expectations (What specific tasks/goals and daily/monthly expectations exist for each category)

Clients

Oversee client relationships

Conduct initial meetings and reviews

Conduct financial planning; create, implement and update financial plans

Place trades in TD Ameritrade, send money to clients, etc.

Coordinate and work with Client Service Team to manage client workflows

Prepare and conduct presentations

Sit in on meetings with local advisor involving key client relationships; prepare for client transition

Build relationships with new clients

Attend networking events and business functions

Engage on social media

Business Partners/Centers of Influence relationship management (ex: attorneys, CPAs)

Stay compliant!

Client Service Team

Office – learn, know and suggest improvements to standard operating procedures

Utilize the following technology as part of client service workflow to enhance the client experience: Redtail CRM, Morningstar, InvestCloud Financial Planning Software, SharePoint, etc.

Education

Learn from more experienced advisors

Continually develop communication and planning skills

Maintain continuing education requirements

Attend educational seminars/conferences

Obtain ChFC, RICP, CFA or CFP designation

Special Projects

Help prepare for special events, including the annual Client Appreciation Event and other marketing events.

Individual/Team and Company Participation

Participate in coaching process with partners

Participate in all company and team meetings as required

Participate in all PSI Capital Management internal and external sessions/events as appropriate

Serve on a community board or in a volunteer role

Job Type: Full-time

Pay: $45,000.00 - $70,000.00 per year

• 401(k)
• Health insurance
• Paid time off

Compensation Package:

• Bonus opportunities

Ability to Commute:

• Lancaster, PA 17602 (Preferred) and Hershey

Ability to Relocate:

• Lancaster, PA 17602: Relocate before starting work (Preferred)

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Management and Manufacturing

• Industries

  Investment Management

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