Wealth Advisor: Financial Planning & Investments

KeyBank; Harleysville (PA); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Commission and deferred incentive compensation

Inclusive work culture

Employee benefits

Job summary

A financial services firm in Harleysville, PA, is looking for a Private Client Advisor to serve Mass Affluent clients. This role involves leading investment services, implementing financial wellness strategies, and collaborating with branch teams to identify growth opportunities. Successful candidates will possess a strong client-centric approach, proven sales abilities, and relevant licenses. The position offers compensation based on commission and includes various company benefits, fostering a diverse and inclusive workplace.

Qualifications

• Broad knowledge of investment market characteristics and client needs.
• Demonstrated ability to sell financial products to clients.
• Strong client centric focus and proven teamwork abilities.

Responsibilities

• Grow new clients and expand existing relationships.
• Host Financial Wellness conversations and create financial plans.
• Utilize consultative sales process for client solutions.
• Meet sales production and referral goals.

Skills

Client centric focus

Sales abilities

Collaborative team member

Knowledge of investment market

Education

High School Diploma or equivalent experience

Bachelor's Degree

Job description

A financial services firm in Harleysville, PA, is looking for a Private Client Advisor to serve Mass Affluent clients. This role involves leading investment services, implementing financial wellness strategies, and collaborating with branch teams to identify growth opportunities. Successful candidates will possess a strong client-centric approach, proven sales abilities, and relevant licenses. The position offers compensation based on commission and includes various company benefits, fostering a diverse and inclusive workplace.