Wealth Advisor: Client-First Planning & Investments

ClariVise Private Wealth

Indiana (PA)

On-site

USD 100,000 - 145,000

Full time

14 days+

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Benefits offered by this job

Fully Paid Medical Plan

Dental, Vision, Life and AD&D

Long-Term Disability

401(k) match

Job summary

ClariVise Private Wealth is seeking a Wealth Manager to act as the primary contact for clients and to drive comprehensive financial planning and portfolio management. The role offers client-focused responsibility across investments, cash flow, tax, estates, and risk management.

Ideal candidates have 3+ years in wealth management with strong client-relations skills, a Bachelor’s degree, and preferably CFP or CFA certification. Integrity and a client-first mindset are essential for success.

Qualifications

3+ years of experience in Wealth Management with a demonstrated ability to manage client relationships.
CFP or CFA designation, or having passed the exam, is preferred.
Bachelor's degree from an accredited university.
Detail-oriented and highly organized.
Of the highest integrity.
Maintain a client-first mentality.

Responsibilities

Serve as the first point of contact for a number of the team’s clients.
Drive clients’ financial planning strategies and portfolio management with a comprehensive approach including investments, cash flow, tax, estates, risk management and benefit plans.
Review a client’s current investments and objectives and provide a custom portfolio within firm guidelines.
Opportunity to specialize in investments, financial planning, or business development.