Junior Private Wealth Planner | Grow Your CFP Path

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

Benefits offered by this job

Health, Dental, and Vision Insurance

401(k) with employer match

Sabbatical after 7 years

Disability Insurance

Life Insurance

Employee Assistance Program

Professional development stipend

Charitable gifts program

Stand-up desks and dual monitors

Job summary

Greenspring Advisors is seeking an entry-level Private Wealth Financial Planner to join our Private Client Group. You will observe meetings, support advisors, and learn to communicate financial planning principles to clients while building relationships.

The role focuses on maintaining high service standards, delivering positive experiences, and fostering teamwork. A base salary of $60,000–$70,000 with potential annual bonus up to 10% is offered.

Qualifications

• Bachelor’s degree required; related field preferred.
• 2 years of business experience in financial services or financial planning.
• Ability to obtain Series 65 within 12 months.
• Willing to pursue CFP within 2 years.
• Strong communication and client-focused mindset.
• Familiar with financial planning concepts and tools.

Responsibilities

• Attend client meetings and assist onboarding new clients.
• Support client service and operational tasks.
• Work with Lead Advisors to determine investment strategies.
• Assess assets, liabilities, cash flow, and insurance coverage.
• Prepare and present in client meetings and delegate follow-up.

Skills

Client relationship skills

Communication

Customer service

Proactive self-starter

Team player

Interpersonal skills

Adaptability

Problem solving

Attention to detail

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 an entry-level Private Wealth Financial Planner to join our Private Client Group. You will observe meetings, support advisors, and learn to communicate financial planning principles to clients while building relationships.

The role focuses on maintaining high service standards, delivering positive experiences, and fostering teamwork. A base salary of $60,000–$70,000 with potential annual bonus up to 10% is offered.