Senior Wealth Advisor & Growth Architect

Ytswealth; Pennsylvania; On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

9 paid holidays annually

Flexible Scheduling

10 days of Paid Time Off

401(k) dollar for dollar match up to 4%

Medical – Dental – Vision – HRA – Life Insurance

Job summary

Ytswealth is seeking a driven professional in Export, PA, to build and maintain client relationships while providing tailored financial solutions. Responsibilities include developing comprehensive financial plans, collaborating with external advisors, and pursuing new business opportunities. The ideal candidate will have at least 5 years in wealth management, relevant licenses, and strong communication skills. This full-time, in-person role offers a salary between $90,000 and $150,000 annually, along with comprehensive benefits like paid time off, medical, and a 401(k) match.

Qualifications

• Minimum 5 years of experience in wealth management or financial advisory services.
• Proven ability to build, develop, and retain a book of business.
• Strong communication, analytical, and relationship management skills.

Responsibilities

• Build and maintain strong client relationships through consistent engagement.
• Develop and implement comprehensive financial plans tailored to individual client needs.
• Identify and pursue new business opportunities through networking.
• Collaborate with external advisors to deliver holistic solutions.

Skills

Relationship management

Business development

Consultative communication

Analytical skills

Education

Series 7, 63, 65 (or 66), Life/Health/Variable Insurance licenses

Job description

Ytswealth is seeking a driven professional in Export, PA, to build and maintain client relationships while providing tailored financial solutions. Responsibilities include developing comprehensive financial plans, collaborating with external advisors, and pursuing new business opportunities. The ideal candidate will have at least 5 years in wealth management, relevant licenses, and strong communication skills. This full-time, in-person role offers a salary between $90,000 and $150,000 annually, along with comprehensive benefits like paid time off, medical, and a 401(k) match.