Wealth Advisor …

Balefire Wealth; Indiana (PA); On-site; USD 100,000 - 170,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Retirement plan with company match

Health savings accounts

Wellness resources

Flexible paid time off

Continuing education

Job summary

Balefire Wealth is seeking a Wealth Advisor to partner with individuals and families, offering personalized financial guidance and investment management tailored to goals. You will collaborate with advisors and internal teams to deliver a comprehensive wealth management experience.

This role emphasizes relationship-building, solving complex financial challenges, and helping clients gain clarity and confidence in planning for the future.

Qualifications

• 5+ years experience in the financial industry.
• Bachelor's degree in finance, business, economics, or related field; advanced degrees or certifications preferred.
• CFP/CFA/ChFC and FINRA licenses are preferred.
• Proven experience in financial planning, investment management, or wealth advisory roles.
• Strong understanding of financial markets and planning strategies.
• Excellent analytical and communication abilities.

Responsibilities

• Collaborate with advisory and financial planning teams to deliver holistic financial strategies.
• Conduct detailed financial assessments, identify client goals and risk tolerance.
• Develop personalized financial plans covering investments, retirement, estate, and risk.
• Provide ongoing monitoring and adjustments as markets evolve.
• Serve as a trusted advisor to help clients achieve financial objectives.
• Stay current on industry trends, regulations, and best practices for compliance.
• Cultivate long-term client relationships through proactive communication and service.

Education

Bachelor's degree in finance, business, economics, or related field

CFP/CFA/ChFC (preferred)

FINRA licenses (Series 6, 7, 63, 65) preferred

Tools

eMoney

Practifi/Salesforce

CRM systems

Job description

At Balefire, we're on a mission to redefine financial advisory services by combining collaboration, innovation, and integrity. We're a national firm built on teamwork and shared success, where employees are empowered to make an impact, grow their expertise, and serve clients with purpose. With a culture that values continuous learning and bold thinking, Balefire provides an exciting environment for professionals who want to build meaningful careers while helping clients achieve long-term financial success.

Role Overview

As a Wealth Advisor, you'll be a trusted partner to individuals and families, providing personalized financial guidance and investment management tailored to their goals. You will collaborate with other advisors and internal teams to deliver a comprehensive wealth management experience. This role is ideal for someone passionate about building relationships, solving complex financial challenges, and helping clients achieve financial clarity and confidence.

Primary Responsibilities

• Collaborate with advisory and financial planning teams to deliver holistic financial strategies.
• Conduct detailed financial assessments, identifying client goals, risk tolerance, and priorities.
• Develop personalized financial plans covering investment strategies, retirement, estate, and risk management.
• Provide ongoing monitoring, reviews, and adjustments to client plans as circumstances and markets evolve.
• Serve as a trusted advisor, offering guidance to help clients achieve financial objectives.
• Stay current on industry trends, regulations, and best practices to ensure compliance and deliver relevant advice.
• Cultivate meaningful, long-term client relationships through proactive communication and exceptional service.

Qualifications

• 5+ years experience in the finacial industry
• Bachelor's degree in finance, business, economics, or related field; advanced degrees or certifications (CFP, CFA, ChFC, FINRA licenses) preferred.
• FINRA Series 6, 7, 63, and 65 preferred
• Proven experience in financial planning, investment management, or wealth advisory roles.
• Strong understanding of financial markets, investment solutions, and planning strategies.
• Excellent analytical and problem-solving skills.
• Outstanding interpersonal and communication abilities, with the ability to build rapport and explain complex concepts clearly.
• Commitment to integrity, professionalism, and ethical conduct.
• Proficiency with financial planning tools, eMoney and CRM systems, Practifi/Salesforce.

Compensation & Benefits

Balefire offers a competitive compensation package designed to reward performance and support your overall well-being. In addition to a base salary and incentive opportunities, we provide a comprehensive benefits program, including:

• Medical, dental, and vision insurance
• Retirement savings plan with company match
• Health savings accounts and wellness resources
• Flexible paid time off and company holidays
• Opportunities for professional development and continuing education
• Collaborative and growth-focused work environment

Specific compensation details will be discussed during the interview process.

Work Schedule

• Monday through Friday, 8:00 AM - 5:00 PM
• In-office position