Wealth Advisor — Build a Thriving Client Portfolio

Somerset Trust Company; Conemaugh Township (PA); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Bankwide bonus

401(k)

ESOP

Medical insurance

Dental & Vision insurance

Health Savings Account

Life Insurance

Paid Holidays

PTO

Paid Volunteer Time

Job summary

Somerset Trust Company is seeking a Wealth Advisor to grow a client book through financial planning and investment management. You will lead the client experience with a team approach including a portfolio manager, Trust officer, and account administrators.

The role emphasizes building long-term client relationships, ongoing plan updates, and collaboration with lenders to generate new business opportunities. Monday–Friday, full-time position.

Qualifications

• 3+ years working in the financial services industry.
• Bachelor's degree required or equivalent experience; CFP/CTFA/CPA/JD preferred but not required.

Responsibilities

• Works with our team in creating personalized solutions for clients.
• Determines a client’s goals and objectives.
• Identifies sales opportunities through internal and external prospecting.
• Develops and expands client relationships through business development and COI networking.
• Offers planning and investment knowledge to solve client problems.
• Presents financial recommendations and guidance to clients.
• Establishes individual financial plans based on client needs.
• Monitors financial plans and recommends changes as needed.
• Coaches and educates branch staff to identify investment opportunities.
• Drives investment education and visibility among bank staff.
• Partners with lenders and managers to develop opportunities for new business.
• Communicates with internal and external partners to build relationships that drive referrals.
• Adheres to BSA/AML responsibilities as applicable.

Skills

Client communication

Financial planning

Investment management

Sales & business development

Team collaboration

Education

Bachelor's degree

CFP/CTFA/CPA/JD preferred

Tools

Microsoft Access

Job description

Somerset Trust Company is seeking a Wealth Advisor to grow a client book through financial planning and investment management. You will lead the client experience with a team approach including a portfolio manager, Trust officer, and account administrators.

The role emphasizes building long-term client relationships, ongoing plan updates, and collaboration with lenders to generate new business opportunities. Monday–Friday, full-time position.