Senior Financial Advisor in Lancaster, PA

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

Candidates must be authorized to work in the U.S. and be located within commuting distance of Lancaster, PA, or be willing to relocate independently.

Purpose

At Greenspring, our Core Purpose is “to help every person live their ideal life,” and we are looking for talented people who share this passion. Working at Greenspring gives you the ability to:

• Own Your Future with defined career paths and tools, coaching, and support to help you create the future you want.
• Be Part of a Great Culture where you’ll be a part of a team of people who are committed to each other’s success
• Make a Lasting Impact on the lives of our clients and through the camaraderie of working for a common goal with your peers

The Financial Advisor will work in conjunction with their team to determine the financial needs of clients and provide advice and guidance to them, making recommendations on services and investments that best fit their needs. They will rely on extensive experience and judgment to help clients solve complicated financial and investment management issues.

The individual will spend approximately 80% of their time with existing ongoing client relationships, while the remaining 20% will be focused on developing new client relationships.

This role is critical to setting and maintaining high service standards for the firm, creating positive client experiences, and fostering a culture of teamwork and collaboration.

Responsibilities

The responsibilities listed below are intended to describe the general nature and level of work being performed; it is not an exhaustive list of all responsibilities, and additional duties may be assigned.

Senior Financial Advisors’ Functions May Include:

• Conduct all ongoing client meetings, including periodic and initial planning meetings with prospective clients
• Work directly with the financial planning team to determine the best investment strategy for clients based on risk tolerance and goals
• Attend and close initial, prospective client meetings and onboard new clients into the firm
• Solve complicated financial planning, estate, tax, and retirement issues
• Coordinate with Marketing and Compliance to generate content for prospecting, marketing, and education purposes

Specific Measures of Success

• Responsive to requests and resolves open tasks and inquiries
• Proactively eliminates obstacles before they become issues
• Demonstrates efficiency by leveraging firm resources and tools
• High degree of pride in the accuracy and quality of your work product
• Builds new relationships with prospects and centers of influence

Job Requirements

Minimum 3-5 years in financial services and/or financial planning. Existing client base that will transfer is preferred, but not necessary.

Education

• College degree or comparable experience.
• If not currently a CERTIFIED FINANCIAL PLANNER ™, the Candidate should have their Series 65 license.

Skills and Knowledge

• Familiar and fluent in understanding a variety of financial planning concepts, practices, and procedures
• Highly relational with clients, teammates, and centers of influence
• Focused on client needs and customer service at all times
• Trusts the evidence through data and analysis
• A self-starter who is entrepreneurial, assertive, proactive, and independent
• A team player with good interpersonal skills and the ability to work collaboratively across departments
• Excellent oral and written communication skills
• Demonstrated problem-solving abilities
• Ability to excel in a fast-paced, changing environment
• Expert in most Microsoft Office applications. Comfortable learning and navigating new technology and software applications. Experience with Salesforce, Tamarac, MoneyGuidePro, and Morningstar is a major plus.

Requirements/Additional Information

• Start base salary range: $80,000-$100,000, with opportunity to earn a discretionary annual bonus of up to 10% of earnings, as well as an additional bonus for business development activities
• The first 90 days of employment will include an extensive onboarding/training program
• After the first 90 days and with the manager’s approval, the Candidate may be eligible to work from home for a specified number of days per month
• Some periodic travel to the company HQ and client meetings should be expected

We look to hire talented individuals with leadership potential, integrity, a sharp analytical mind, creativity, and the ability to work interdependently with others. We offer a competitive compensation package including:

• Health, Dental, and Vision Insurance Offered
• Health Savings Accounts and Flexible Spending Accounts
• 401(k) Plan with employer match and discretionary profit-sharing contributions
• GREEN Units (phantom equity ownership in the firm after two years)
• Sabbatical after 7 years of service
• Paid Short-Term and Long-Term Disability Insurance
• Paid Group Life Insurance
• Employee Assistance Program
• Free financial planning and investment advice
• Annual professional development stipend for continuing education, courses, conference attendance, etc.
• Matching Charitable Gifts Program

Greenspring is an Equal Opportunity Employer. It is the policy of the Company to provide equal opportunity for all employees and applicants for employment without regard to race, color, creed, religion, gender, sexual orientation, national origin, age, marital status, mental or physical disability, pregnancy, military or veteran status, or any other basis prohibited by state or federal law. This policy also prohibits employees from harassing any other employees for any reason including, but not limited to, race, religion, sex, national origin, age, or disabled status.