Wealth Advisor Associate: Build Client Relationships

Colonial Group; Town of New Castle (NY); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Paid parental leave

Paid time off

Referral bonus

Professional development assistance

Job summary

Janney Wealth Management seeks a proactive individual to develop new client relationships through independent prospecting while managing existing client relationships. You will assist senior Financial Advisors with client management and investment planning, ensuring compliance with firm and regulatory rules during a six-year training pathway.

The role requires industry licenses and strong ethics. The position operates from Pittsburgh, PA, and New Castle, PA offices, offering collaboration with

Qualifications

• Undergraduate degree with an emphasis on business and communications preferred.
• Ability to work in a fast-paced, deadline-driven environment.
• Strong written and oral communication skills required.
• Critical thinking skills.
• High ethical standards.

Responsibilities

• Develop client list for which he/she will be the primary relationship officer.
• Collaborate with management, an FA or FA team to identify financial options and formulate investment strategies for clients.
• Meet with current or prospective clients to collect and discuss financial information and objectives.
• Profile clients to identify investment objectives and risk tolerance and use knowledge of investments, taxes, and insurance to recommend financial options.
• Offer investment ideas based on firm research and asset allocation strategies tailored to the risk profile and objectives.
• Provide asset allocation advice and build an investment plan to meet objectives including fee-based/managed products and equities/bonds.
• Work with Janney Wealth Management to develop new investment solutions.
• Participate in client meetings with senior FAs to assist in bringing additional assets.
• Continue to develop knowledge of financial products and regulatory landscape.
• Develop business plans focusing on asset growth and revenue growth.
• Coordinate purchase and delivery of investment products.

Skills

Relationship building

Regulatory knowledge

Communication skills

Financial products

Team collaboration

Education

Undergraduate degree with business/communications emphasis

Tools

Series 7/63/65 or 66 + life/health licenses

Job description

Janney Wealth Management seeks a proactive individual to develop new client relationships through independent prospecting while managing existing client relationships. You will assist senior Financial Advisors with client management and investment planning, ensuring compliance with firm and regulatory rules during a six-year training pathway.

The role requires industry licenses and strong ethics. The position operates from Pittsburgh, PA, and New Castle, PA offices, offering collaboration with