Wealth Advisor & Financial Planning Specialist

GY SERVICE; Indiana (PA); On-site; USD 100,000 - 145,000; Full time

Benefits offered by this job

Fully Paid Medical Plan

Dental

Vision

Life and AD&D

Long-Term Disability

Short-Term Disability

401(k) match

Traditional and Roth 401(k)

Job summary

GY SERVICE is seeking a Wealth Management professional to serve as the primary contact for a range of clients, guiding comprehensive financial planning and portfolio management across investments, cash flow, tax, estates, risk, and benefits.

Qualified candidates have 3+ years in wealth management, a Bachelor’s degree, and CFP/CFA designation preferred; role offers opportunities to specialize and collaborate across departments, with generous benefits.

Qualifications

• 3+ years of experience in wealth management with a demonstrated ability to manage client relationships.
• CFP® or CFA designation preferred or having passed the exam for the designation.
• 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 inclusive of investments, cash flow, tax, estates, risk management and benefit plans.
• Review a client’s current investments and objectives and provide a custom portfolio within the firm’s guidelines.
• Opportunity to specialize in a technical area including but not limited to: Investments; Financial Planning; Business Development.
• Investments: participate on the firm’s investment committee and cover a segment of the investment universe.
• Financial Planning: option to specialize in one area of financial planning serving as the firm’s internal subject matter expert.
• Business Development: Work cross-departmentally to drive business strategies.

Skills

Wealth management

Client relationships

Attention to detail

Integrity

Client-first mentality

Education

Bachelor's degree

Job description

GY SERVICE is seeking a Wealth Management professional to serve as the primary contact for a range of clients, guiding comprehensive financial planning and portfolio management across investments, cash flow, tax, estates, risk, and benefits.

Qualified candidates have 3+ years in wealth management, a Bachelor’s degree, and CFP/CFA designation preferred; role offers opportunities to specialize and collaborate across departments, with generous benefits.