Private Wealth Advisor - Client Growth & Planning

Fairygodboss; Cranberry Township (Butler County); On-site; USD 75,000 - 100,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Job summary

Fairygodboss is seeking a Private Client Advisor in Cranberry Township, United States, to provide comprehensive financial planning and advice to individuals and families. You will support clients ranging from those just starting to save to those with significant wealth, fostering client relationships and providing exceptional investor experiences.

The ideal candidate will have a minimum of 2 years in a financial advisory role, with strong skills in client acquisition and relationship management. The position offers a competitive total rewards package, including salary, commission-based pay, and a range of benefits.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• A valid and active Series 7 and Series 66 license is required.

Responsibilities

• Champion and support your teammates' success and goals.
• Build a book of business and deliver personalized investment solutions.
• Demonstrate understanding of financial markets.

Skills

Client acquisition

Financial planning

Relationship management

Integrity

Digital confidence

Education

Bachelor's degree

Tools

Series 7 License

Series 66 License

Life, Health, and Long Term Care Insurance License

Job description

Fairygodboss is seeking a Private Client Advisor in Cranberry Township, United States, to provide comprehensive financial planning and advice to individuals and families. You will support clients ranging from those just starting to save to those with significant wealth, fostering client relationships and providing exceptional investor experiences.

The ideal candidate will have a minimum of 2 years in a financial advisory role, with strong skills in client acquisition and relationship management. The position offers a competitive total rewards package, including salary, commission-based pay, and a range of benefits.