Wealth Advisor — Financial Planning & Client Growth

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

Benefits offered by this job

Bank wide bonus

401(k)

ESOP

Medical, 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 build and manage client relationships through comprehensive financial planning and investment management. You will lead a team around the client, including a portfolio manager, Trust officer, and account administrators, to deliver a superior client experience.

Maintain long-term client relationships by reviewing goals and updating plans as needs evolve, while offering retirement, trust, and estate planning guidance and risk management

Qualifications

• 3+ years working in the financial services industry.
• CFP, CTFA, CPA, JD preferred but not required.
• Bachelor's degree (B.A.) from four-year college or university; or one to two years related experience and/or training; or equivalent combination of education and experience.

Responsibilities

• Works with our team in creating personalized solutions on behalf of you and your 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 appropriately and efficiently.
• Presents financial recommendations and guidance to clients.
• Establishes individual financial plans based on client financial needs and objectives.
• Monitors financial plans and recommends changes as needed.
• Actively coaches and educates branch staff and internal business partners to identify investment opportunities.
• Drives investment education and visibility among bank staff.
• Partners with lenders and managers to develop opportunities for new business.
• Has regular and effective communication with internal and external partners to build strong relationships that drive referral activity.
• Understand and support all BSA/AML responsibilities as applicable to the position as well as consistently, accurately, and timely carry out these responsibilities in compliance with the Bank’s internal policies
• Perform other related work and duties as assigned

Skills

Communication skills

Customer service

Collaboration

Education

Bachelor's degree

CFP

CTFA

CPA

JD

Tools

Microsoft Access

Job description

Somerset Trust Company is seeking a Wealth Advisor to build and manage client relationships through comprehensive financial planning and investment management. You will lead a team around the client, including a portfolio manager, Trust officer, and account administrators, to deliver a superior client experience.

Maintain long-term client relationships by reviewing goals and updating plans as needs evolve, while offering retirement, trust, and estate planning guidance and risk management