Fee-Only Financial Planner & Client Relationship Expert

Stewardship Advisors, LLC; Mount Joy (Lancaster County); Presencial; USD 85 000 - 120 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Career growth opportunities

Defined career track

Collaborative culture

Resumo da oferta

Stewardship Advisors, LLC, an independent fee-only investment advisory firm in Mt. Joy, PA, seeks an experienced Financial Advisor to deliver comprehensive financial planning and investment management services to clients.

The role serves as the primary contact for client relationships, leading planning discussions, presenting recommendations, and guiding clients through important financial decisions. Ideal candidates hold CFP certification (or actively pursuing) and have a proven track record in

Qualificações

• Bachelor's degree in finance, economics, business, financial planning, or related field.
• CFP certification or active progress toward CFP certification; strongly preferred.
• 5+ years of experience in financial advisory or related roles.
• Proficiency with technology and financial planning software for client analysis.
• Experience in client relationship management and providing personalized financial advice.
• Excellent written and verbal communication skills.

Responsabilidades

• Deliver comprehensive financial planning and investment management services to clients.
• Lead planning discussions, present recommendations, and support clients in financial decisions.
• Collaborate with Senior Advisors and external professionals to implement personalized strategies.
• Support retention and growth of client relationships and onboarding of new clients.

Conhecimentos

Relationship management

Client communication

Financial planning

Team collaboration

Problem-solving

Formação académica

Bachelor's degree in finance, economics, business, financial planning, or related field

CFP certification or progress toward CFP certification

Descrição da oferta de emprego

Stewardship Advisors, LLC, an independent fee-only investment advisory firm in Mt. Joy, PA, seeks an experienced Financial Advisor to deliver comprehensive financial planning and investment management services to clients.

The role serves as the primary contact for client relationships, leading planning discussions, presenting recommendations, and guiding clients through important financial decisions. Ideal candidates hold CFP certification (or actively pursuing) and have a proven track record in