Private Wealth Planner — Remote Flex & Growth Path

Greenspring Advisors; Lancaster (Lancaster County); Hybrid; USD 65,000 - 75,000; Full time

Benefits offered by this job

Health, Dental, and Vision Insurance

Health Savings Accounts and FlexibleSp

401(k) Plan with employer match and (b

GREEN Units (phantom equity)

Sabbatical after 7 years of service

Paid Short-Term and Long-Term Disabili

Paid Group Life Insurance

Employee Assistance Program

Free financial planning and investment

Annual professional development stipen

Matching Charitable Gifts Program

Job summary

Greenspring Advisors is seeking a Private Wealth Senior Financial Planner to support their Private Client Group. You will assist in client onboarding, service tasks, and collaboration with Lead Advisors to tailor investment strategies based on risk tolerance and goals.

Role emphasizes learning financial planning concepts, building client relationships, and partnering across departments to ensure high service standards and positive client experiences.

Qualifications

• Bachelor’s degree required; in Financial Planning, Finance, Economics, Accounting, or related field preferred.
• 3–5 years of business experience in financial services and/or financial planning.
• CFP® or Series 65 license preferred; licensure/credentials may be required eventually.

Responsibilities

• Attend initial prospective client meetings and help onboard new clients.
• Assist in execution of client service and operational tasks.
• Collaborate with Lead Advisors to determine best investment strategies.
• Learn to assess assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives.
• Prepare, present, and advise in client meetings (once licensed) and delegate follow-up tasks to other departments.

Skills

Financial planning

Client relations

Communication skills

Team collaboration

MS Office

Salesforce

Tamarac

MoneyGuidePro

Holistiplan

Morningstar

Education

Bachelor’s degree in Financial Planning/Finance/Economics/Accounting

Tools

Salesforce

Tamarac

MoneyGuidePro

Holistiplan

Morningstar

Job description

Greenspring Advisors is seeking a Private Wealth Senior Financial Planner to support their Private Client Group. You will assist in client onboarding, service tasks, and collaboration with Lead Advisors to tailor investment strategies based on risk tolerance and goals.

Role emphasizes learning financial planning concepts, building client relationships, and partnering across departments to ensure high service standards and positive client experiences.