Senior Private Wealth Financial Planner in Lancaster, PA

Greenspring Advisors; Lancaster (Lancaster County); Vor Ort; USD 65.000 - 75.000; Vollzeit

Benefits dieser Stelle

Health, Dental, and Vision Insurance

401(k) Plan with employer match

Discretionary annual bonus up to 10%

Professional development stipend

Zusammenfassung

Greenspring Advisors is seeking a Private Wealth Financial Planner to join our Private Client Group in Lancaster, PA. You will support assigned Advisor Teams, attend meetings, and help translate financial planning principles to clients while building strong relationships.

The role emphasizes learning from Lead Advisors, performing client-service tasks, and contributing to high service standards. A bachelor's degree is required, with Series 65 and CFP designations preferred, and a base salary

Qualifikationen

• 3–5 years of business experience in financial services or financial planning.
• Strong communication and client-service orientation.
• Ability to work with advisors and support teams to deliver financial plans.

Aufgaben

• Attend meetings with prospective clients and onboard new clients.
• Assist in client service and operational tasks.
• Collaborate with Lead Advisors to determine investment strategies based on risk tolerance and goals.
• Learn to assess client assets, liabilities, cash flow, and insurance.
• Prepare and present in client meetings (when licensed) and delegate follow-up tasks.

Kenntnisse

Client relationships

Financial planning

Communication

Self-starter

Team collaboration

Microsoft Office

Salesforce

Morningstar

Ausbildung

Bachelor's degree in Finance or related

Series 65 license

CFP designation (preferred)

Tools

Salesforce

Tamarac

MoneyGuidePro

Holistiplan

Morningstar

Jobbeschreibung

Lancaster, PA – full-time position, on-site
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
• Thrive in 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 through the camaraderie of working for a common goal with your peers

The Private Wealth Financial Planner is an associate-level position that will work within our Private Client Group, supporting their assigned Advisor Team. The individual will spend most of their time attending and observing meetings and completing and/or delegating workload to client service and financial planning specialists, while learning how to communicate financial planning principles to new and existing clients and building 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.

• Attend initial prospective client meetings and help with onboarding new clients into the firm
• Assist in the execution of client service and operational tasks
• Work directly with the Lead Advisors to determine the best investment strategy for clients based on risk tolerance and goals
• Under the guidance of the Lead Advisors, learn how to assess clients’ assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives to establish investment strategies
• Prepare, present, and advise in client meetings (once licensed), then delegate follow‑up tasks to the appropriate department

Specific Measures of Success

• Responsive to requests and resolves open tasks and inquiries
• Proactively eliminates obstacles before they become issuesDemonstrates 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

3-5 years of business experience in financial services and/or financial planning.

Education

Bachelor’s degree required. Degree in Financial Planning, Finance, Economics, Accounting, or related field preferred.

Series 65 license and/or CERTIFIED FINANCIAL PLANNER ™ designation preferred.

Skills and Knowledge

• Intermediate level of understanding of a variety of financial planning concepts, practices, and procedures
• Highly relational with clients and teammates
• Focused on client needs and customer service at all times
• 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, Holistiplan, and Morningstar a major plus.

Requirements/Additional Information

• Start base salary range: $65,000-$75,000, with opportunity to earn a discretionary annual bonus of up to 10% of earnings, as well as additional recurring compensation for business development activities.
• The first 90 days of employment will include an 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

Firm Profile

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
• Stand-up desks, dual computer monitors, and team engagement events

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.