Senior Wealth Advisor: Client-First Financial Planning

CFP; Camp Hill (Cumberland County); Hybrid; USD 90,000 - 150,000; Full time

Job summary

CFP Board of Standards Inc. in the United States seeks a Financial Advisor to serve as the primary contact for clients, delivering tailored wealth management strategies and comprehensive financial planning.

The role emphasizes building long-term relationships, understanding client goals, and coordinating with CPAs, attorneys, and insurance specialists. You will conduct discovery meetings, present plans, monitor progress, and adjust strategies over time.

Qualifications

• Bachelor’s degree in a related field required.
• Series 65 required.
• CFP certification preferred; if not held, must be obtained within 6 months of employment.

Responsibilities

• Serve as the primary advisor and trusted partner for a book of clients.
• Conduct in-depth discovery meetings to understand client objectives, risk tolerance, and financial priorities.
• Deliver and present comprehensive financial plans, investment strategies, and retirement priorities.
• Maintain ongoing communication with clients to monitor progress, address changes, and adjust strategies as needed.
• Develop, implement, and monitor customized financial plans using planning software.
• Conduct investment analysis, portfolio construction, and asset allocation based on client goals and risk profiles.
• Collaborate with CPAs, attorneys, and insurance specialists to deliver coordinated client solutions.
• Understand and utilize client relationship management systems to document client information and manage tasks.
• Manage assigned client base and contribute to firm growth by developing and bringing on new client relationships.
• Oversee account transactions and service requests in coordination with support staff.
• Mentor and guide Associate Advisors, Planning Associates, or support staff as needed.
• Coordinate and maintain rules and regulations relating to compliance and disclosures.
• May provide support to Wealth Advisors for high net worth clients.

Skills

Client relationships

Investment products

Insurance products

Communication skills

Organization & problem-solving

Education

Bachelor’s degree

Job description

CFP Board of Standards Inc. in the United States seeks a Financial Advisor to serve as the primary contact for clients, delivering tailored wealth management strategies and comprehensive financial planning.

The role emphasizes building long-term relationships, understanding client goals, and coordinating with CPAs, attorneys, and insurance specialists. You will conduct discovery meetings, present plans, monitor progress, and adjust strategies over time.