Senior Financial Advisor — Client Planning & Growth

Greenspring; Lancaster (Lancaster County); On-site; USD 80,000 - 100,000; Full time

Benefits offered by this job

Health, Dental, and Vision Insurance

401(k) Plan with employer match

Paid Short-Term and Long-Term Disability Insurance

Annual professional development stipend

Job summary

A financial services company located in Lancaster, PA is seeking a Financial Advisor. The role involves conducting client meetings, providing tailored financial advice, and developing strategies for client investments. Candidates should have a minimum of 3-5 years of experience in financial services and a college degree. A valid Series 65 license is a plus. The position comes with a competitive salary and a range of benefits including insurance and profit-sharing opportunities.

Qualifications

• Minimum 3-5 years in financial services or financial planning.
• Existing client base preferred but not necessary.
• Must be authorized to work in the U.S.

Responsibilities

• Conduct all ongoing client meetings, including planning meetings.
• Work with the financial planning team to determine investment strategies.
• Onboard new clients and resolve complex financial issues.

Skills

Financial planning concepts

Client relationship management

Microsoft Office proficiency

Salesforce experience

Strong communication skills

Education

College degree or comparable experience

Series 65 license

Tools

Salesforce

MoneyGuidePro

Morningstar

Job description

A financial services company located in Lancaster, PA is seeking a Financial Advisor. The role involves conducting client meetings, providing tailored financial advice, and developing strategies for client investments. Candidates should have a minimum of 3-5 years of experience in financial services and a college degree. A valid Series 65 license is a plus. The position comes with a competitive salary and a range of benefits including insurance and profit-sharing opportunities.