Financial Advisor

Ytswealth; Pennsylvania; On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

9 paid holidays annually

Flexible Scheduling

10 days of Paid Time Off

401(k) dollar for dollar match up to 4%

Medical – Dental – Vision – HRA – Life Insurance

Job summary

Ytswealth is seeking a driven professional in Export, PA, to build and maintain client relationships while providing tailored financial solutions. Responsibilities include developing comprehensive financial plans, collaborating with external advisors, and pursuing new business opportunities. The ideal candidate will have at least 5 years in wealth management, relevant licenses, and strong communication skills. This full-time, in-person role offers a salary between $90,000 and $150,000 annually, along with comprehensive benefits like paid time off, medical, and a 401(k) match.

Qualifications

• Minimum 5 years of experience in wealth management or financial advisory services.
• Proven ability to build, develop, and retain a book of business.
• Strong communication, analytical, and relationship management skills.

Responsibilities

• Build and maintain strong client relationships through consistent engagement.
• Develop and implement comprehensive financial plans tailored to individual client needs.
• Identify and pursue new business opportunities through networking.
• Collaborate with external advisors to deliver holistic solutions.

Skills

Relationship management

Business development

Consultative communication

Analytical skills

Education

Series 7, 63, 65 (or 66), Life/Health/Variable Insurance licenses

Job description

The ideal candidate is a driven and entrepreneurial professional who excels at building relationships, uncovering client needs, and delivering tailored financial solutions. This individual will play a key role in expanding and servicing a book of business while contributing to a culture of accountability, collaboration, and continuous improvement.

Location: Export, PA

Hours: Full-Time: 8:30am-4:30pm

Job Type: In-person

Salary: $90,000-$150,000 / year

Key Responsibilities

Client Advisory & Relationship Management

• Build and maintain strong client relationships through consistent, meaningful engagement
• Develop and implement comprehensive financial plans tailored to individual client needs
• Collaborate with external advisors (CPAs, estate planning attorneys, etc.) to deliver holistic solutions
• Ensure timely and effective resolution of client inquiries and concerns
• Execute a proactive client contact strategy within your book of business

Business Development & Growth

• Identify and pursue new business opportunities through networking and relationship-building
• Demonstrate the ability to grow, develop, and retain a book of business
• Maintain an entrepreneurial mindset focused on long‑term growth and client success

Professional Excellence

• Conduct thorough discovery to uncover client needs and deliver strategic solutions
• Stay current on investment products, financial planning strategies, and market trends
• Embrace feedback, accountability, and continuous improvement
• Collaborate with team members to leverage collective expertise and deliver exceptional client outcomes

Qualifications and Requirements

• Minimum 5 years of experience in wealth management or financial advisory services
• Proven ability to build, develop, and retain a book of business
• Experience working in an entrepreneurial or growth‑oriented environment
• Required licenses: Series 7, 63, 65 (or 66), and Life/Health/Variable Insurance
• Strong communication, analytical, and relationship management skills
• Must be able to pass a drug test, state background check, and federal fingerprinting

Core Competencies

• Business Development
• Client Relationship Management
• Consultative Communication
• Practice Management
• Quantitative Analysis
• Retirement Planning
• Strategic Thinking
• Primarily office‑based with regular in‑person client interactions
• Fast‑paced, collaborative environment requiring adaptability and strong time management
• Occasional travel for client meetings, events, or conferences

Physical Requirements

• Prolonged periods of sitting, computer use, and phone communication
• Ability to attend in‑person meetings and events
• Occasional lifting of light materials (up to 20 lbs)
• Ability to communicate effectively in both in‑person and virtual settings

Compensation

• Salary Range: $90,000 – $150,000 annually (commensurate with experience)
• Additional performance‑based compensation opportunities

Benefits and Perks

• 9 paid holidays annually (If during Mon‑Fri)
• Flexible Scheduling for personal/miscellaneous appointments that does not go against PTO
• (After 30 Days) 10 days of Paid Time Off
• (After 30 Days) 401(k) dollar for dollar match up to 4%
• (After 30 Days) Maternity and Paternity leave
• (After 30 Days) Medical – Dental – Vision – HRA – Life Insurance
• Monday–Friday (Daylight hours)
• Occasional evenings/weekends for client events and networking
• In‑person role (Hybrid not available)

Relocation

• Export, PA 15632: Relocate before first day (Preferred)
• Commute expenses not reimbursed

Legal & Compliance Disclosures

• Equal Employment Opportunity (EEO): We are an equal opportunity employer and do not discriminate based on race, color, religion, sex, national origin, disability, or age.
• At‑Will Employment: Employment at YTS Wealth Management is at‑will. Either party may terminate employment at any time with or without cause or notice, unless law specifies otherwise.
• Background / Drug Screening: Employment is contingent upon successful completion of drug test, state background check, and federal fingerprinting.
• Disclaimer: This job description is not intended to be all inclusive. Additional duties may be assigned as needed.