Senior Wealth Advisor - CFP/CFA | Portfolio Growth

JCW Group; Pennsylvania; On-site; USD 70,000 - 100,000; Full time

Job summary

A financial services firm in Pennsylvania is seeking Wealth Advisors to manage existing client portfolios and generate new business. Candidates must hold a CFP or CFA certification and have at least 2 years of banking experience. This role requires a strong understanding of wealth management. Interested candidates should email their resumes to Sean at the provided address. This opportunity is ideal for motivated professionals looking to advance their careers in a dynamic environment.

Qualifications

• 2+ years of banking experience required.
• Strong understanding of wealth management preferred.
• Experience advising clients on wealth matters for senior candidates.

Responsibilities

• Manage a portfolio of existing clients.
• Generate new business for the bank.

Skills

Banking experience

Understanding of wealth management

Client advising

Education

CFP or CFA certification

Job description

A financial services firm in Pennsylvania is seeking Wealth Advisors to manage existing client portfolios and generate new business. Candidates must hold a CFP or CFA certification and have at least 2 years of banking experience. This role requires a strong understanding of wealth management. Interested candidates should email their resumes to Sean at the provided address. This opportunity is ideal for motivated professionals looking to advance their careers in a dynamic environment.