In-Office Wealth Advisor & Holistic Financial Planner

Balefire Wealth; Indiana (PA); On-site; USD 100,000 - 170,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Retirement plan with company match

Health savings accounts

Wellness resources

Flexible paid time off

Continuing education

Job summary

Balefire Wealth is seeking a Wealth Advisor to partner with individuals and families, offering personalized financial guidance and investment management tailored to goals. You will collaborate with advisors and internal teams to deliver a comprehensive wealth management experience.

This role emphasizes relationship-building, solving complex financial challenges, and helping clients gain clarity and confidence in planning for the future.

Qualifications

• 5+ years experience in the financial industry.
• Bachelor's degree in finance, business, economics, or related field; advanced degrees or certifications preferred.
• CFP/CFA/ChFC and FINRA licenses are preferred.
• Proven experience in financial planning, investment management, or wealth advisory roles.
• Strong understanding of financial markets and planning strategies.
• Excellent analytical and communication abilities.

Responsibilities

• Collaborate with advisory and financial planning teams to deliver holistic financial strategies.
• Conduct detailed financial assessments, identify client goals and risk tolerance.
• Develop personalized financial plans covering investments, retirement, estate, and risk.
• Provide ongoing monitoring and adjustments as markets evolve.
• Serve as a trusted advisor to help clients achieve financial objectives.
• Stay current on industry trends, regulations, and best practices for compliance.
• Cultivate long-term client relationships through proactive communication and service.

Education

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

CFP/CFA/ChFC (preferred)

FINRA licenses (Series 6, 7, 63, 65) preferred

Tools

eMoney

Practifi/Salesforce

CRM systems

Job description

Balefire Wealth is seeking a Wealth Advisor to partner with individuals and families, offering personalized financial guidance and investment management tailored to goals. You will collaborate with advisors and internal teams to deliver a comprehensive wealth management experience.

This role emphasizes relationship-building, solving complex financial challenges, and helping clients gain clarity and confidence in planning for the future.