Wealth Advisor

Smoker & Company LLC; Ephrata (Lancaster County); On-site; USD 50,000 - 80,000; Full time

Job summary

An established industry player is seeking a dedicated Wealth Advisor to join their team in beautiful Lancaster County. This newly created role offers a unique opportunity to assist clients in navigating the complexities of wealth management. Ideal candidates will have a solid background in sales and customer service, along with the necessary FINRA licenses. Join a dynamic team and contribute to the financial success of clients while enjoying a stimulating work environment with uncapped commission potential and comprehensive benefits.

Benefits

Uncapped Commission Plan

Medical Insurance

Dental Insurance

Vision Insurance

401K Match

Team Building Events

Qualifications

• 1-2 years of sales experience in financial services.
• Strong verbal and written communication skills.

Responsibilities

• Discuss financial objectives and recommend strategies.
• Review client accounts and adjust plans as necessary.

Skills

Sales Experience

Customer Service

Communication Skills

Networking

Multi-tasking

Education

Bachelor's Degree

Tools

CRM Systems

Job description

4 weeks ago Be among the first 25 applicants

At Smoker Wealth Management LLC, our mission is to meet our client's wealth management needs. We provide our clients with a wide portfolio of products and services that supports them on their financial journey. Working with clients and fellow employees, our company provides a diverse and stimulating work environment.

We are currently seeking a dedicated and experienced Wealth Advisor to join our growing team. This newly created position will play a vital role in providing high-quality product and service recommendations to our clients. You will assist clients in navigating the complex world of wealth management by providing options for them, their families and possibly their businesses. You will also work closely with a team of experienced professionals, gain valuable industry knowledge, and contribute to the success and growth of our clients here in beautiful Lancaster County.

Our ideal candidate for the Wealth Advisor role will have a solid sales and customer service background in financial services. This is the perfect opportunity for someone who has their FINRA Series 7 or 66 license and is ready and eager to learn about the world of wealth management. Having tax experience would be a plus but is not a requirement.

Responsibilities:

• Discuss financial objectives and risk tolerance with clients and recommend an appropriate financial planning strategy
• Answer client questions about any of their financial needs, which may include making trades on their behalf for their investments
• Review client accounts and plans regularly to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan
• Assist in developing a financial plan with clients while considering income, expenses, insurance coverage, financial objectives, tax status, and risk tolerance
• Build and maintain a client base while managing and updating client portfolios
• Assist advisors/support staff with any needs, including client documentation, proposals, research, etc
• Other duties as assigned by the manager
  
  
  

Qualifications:

• Bachelor's degree preferred but not required
• Must obtaining FINRA SIE, Series 7, and 66 Securities
• 1 - 2 years of sales experience, including prospecting, cold calling, and in-person networking
• Strong verbal and written communication skills
• Experience with CRM systems preferred
• Previous experience in a financial services company
• Tax Preparation Experience preferred (but not a requirement)
• Ability to multi-task
• Ability to work both independently and collaboratively
• Ability to handle confidential information
• Valid driver's license
  
  
  

Benefits:

• Uncapped Commission Plan
• Medical, Dental, Vision Insurance
• 401K Match
• Team Building Events
  
  

Candidates are required to successfully pass a pre-employment background check. Smoker Wealth Management LLC is a business unit of the Smoker & Company Family of Companies. We are an equal employment opportunity employer and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance

• Industries

  IT Services and IT Consulting

Referrals increase your chances of interviewing at Smoker & Company LLC by 2x

Get notified about new Wealth Management Advisor jobs in Ephrata, PA.

Lancaster, PA $50,000.00-$80,000.00 4 months ago

Annville, PA $45,655.00-$68,485.00 6 months ago

Senior Relationship Strategist - PNC Private Bank

College Financial Representative, Internship Program

Lancaster, PA $500.00-$1,000.00 2 days ago

Senior Relationship Strategist - PNC Private Bank

Annville, PA $45,655.00-$68,485.00 5 months ago

Reading, PA $50,000.00-$250,000.00 3 weeks ago

Merrill Financial Solutions Advisor - Eastern Pennsylvania Market

Merrill Financial Solutions Advisor - Eastern Pennsylvania Market

Lancaster, PA $50,000.00-$125,000.00 2 weeks ago

Financial Center Relationship Specialist

Financial Center Relationship Specialist

Financial Center Relationship Specialist

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.