Entry-Level Private Wealth Planner — Hybrid Career Path

Greenspring Advisors; Lancaster (Lancaster County); On-site; USD 60,000 - 70,000; Full time

Benefits offered by this job

Health, Dental, and Vision Insurance

401(k) Plan with employer match andDis

Discretionary profit-sharing

Job summary

Greenspring Advisors is seeking a Private Wealth Financial Planner in Lancaster, PA. This entry-level role supports the Private Client Group, assisting in client onboarding, service tasks, and learning how to communicate core financial planning principles to clients while building relationships.

You'll learn to work with Lead Advisors to determine investment strategies, assess client financials, and develop client meetings.

Qualifications

• Bachelor’s degree in Financial Planning, Finance, Economics, Accounting, or related field.
• 2 years of business experience preferred.
• Candidates must be authorized to work in the U.S. and be located within commuting distance of Lancaster, PA, or be willing to relocate independently.

Responsibilities

• Attend initial meetings and help onboard new clients.
• Assist in client service and operational tasks.
• Collaborate with Lead Advisors to determine investment strategies based on risk tolerance and goals; learn to assess client assets, liabilities, cash flow, insurance, taxes, and financial objectives to establish investment strategies; prepare, present, and advise in client meetings (once licensed).
• Delegate follow-up tasks to the appropriate department.

Skills

Relationship building

Communication skills

Problem solving

Self-starter

Education

Bachelor’s degree in Financial Planning, Finance, Economics, Accounting, or related field

Tools

Salesforce

Tamarac

MoneyGuidePro

Holistiplan

Morningstar

Job description

Greenspring Advisors is seeking a Private Wealth Financial Planner in Lancaster, PA. This entry-level role supports the Private Client Group, assisting in client onboarding, service tasks, and learning how to communicate core financial planning principles to clients while building relationships.

You'll learn to work with Lead Advisors to determine investment strategies, assess client financials, and develop client meetings.