Mentored Financial Advisor: Path to Lead Advisor

VALLEY NATIONAL GROUP; Delta Manor (PA); On-site; USD 70,000 - 100,000; Full time

Job summary

Valley National Financial Advisors seeks a Financial Advisor with 3-5 years of advisory experience to join a collaborative wealth management team in Pennsylvania. You will work closely with a senior advisor, gaining mentorship, exposure to complex planning, and growth opportunities within the firm.

The role emphasizes client service and business development, with a clear path toward leading client engagements and expanding a personal client base.

Qualifications

• Bachelor's degree in Finance, Business, Financial Planning, Economics, or related field.
• 3-5 years of experience in wealth management, financial planning, or investment advisory services.
• Active Series 65 registration or equivalent licensing.
• Strong understanding of financial planning and investment concepts.
• Excellent communication and relationship-building skills.
• Strong analytical and organizational abilities.
• High level of professionalism, integrity, and client focus.

Responsibilities

• Attend client meetings alongside senior advisors.
• Prepare and present financial planning recommendations.
• Support client service and ongoing relationship management.
• Coordinate with operations to ensure a great client experience.
• Assist in investment review and wealth management discussions.
• Develop plans and maintain client records.

Skills

Communication skills

Relationship-building

Analytical ability

Organizational skills

Professionalism & integrity

Client focus

Education

Bachelor's degree in Finance, Business, Financial Planning, Economics, or related field

Tools

CRM software

Job description

Valley National Financial Advisors seeks a Financial Advisor with 3-5 years of advisory experience to join a collaborative wealth management team in Pennsylvania. You will work closely with a senior advisor, gaining mentorship, exposure to complex planning, and growth opportunities within the firm.

The role emphasizes client service and business development, with a clear path toward leading client engagements and expanding a personal client base.