Wealth Advisor: Client-Focused Investment & Planning

Somerset Trust Company; Uniontown (Fayette County); Sur place; USD 90 000 - 130 000; Plein temps

Avantages offerts par ce poste

Bank wide bonus

401(k)

ESOP

Medical, Dental & Vision insurance

Health Savings Account

Life Insurance

Paid Holidays

PTO

Paid Volunteer Time

Résumé du poste

Somerset Trust Company is seeking a Wealth Advisor within STC Wealth Management to build and grow a client book through financial planning and investment management. The role leads the client experience by coordinating a team including a portfolio manager, Trust officer, and account administrators to deliver tailored plans and proactive guidance.

Applicants should have 3+ years in financial services; CFP/CTFA/CPA/JD preferred; a Bachelor's degree required.

Qualifications

• 3+ years in the financial services industry.
• CFP, CTFA, CPA, JD preferred but not required.
• Bachelor's degree from four-year college or university; or equivalent combination of education and experience.

Responsabilités

• 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 financial plans based on client needs and objectives.
• Monitors 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.

Connaissances

Client relationships

Financial planning

Investment management

Communication

Team coordination

Formation

Bachelor's degree

CFP

CTFA

CPA

Outils

Microsoft Access

Description du poste

Somerset Trust Company is seeking a Wealth Advisor within STC Wealth Management to build and grow a client book through financial planning and investment management. The role leads the client experience by coordinating a team including a portfolio manager, Trust officer, and account administrators to deliver tailored plans and proactive guidance.

Applicants should have 3+ years in financial services; CFP/CTFA/CPA/JD preferred; a Bachelor's degree required.