Wealth Advisor – Grow Client Wealth & Planning Leadership

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

Avantages offerts par ce poste

Bank-wide bonus

401(k)

ESOP

Medical insurance

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 comprehensive financial planning and investment management. You will lead the client experience by assembling a team around the client, including a portfolio manager, trust officer, and account staff.

You will maintain long-term client relationships by reviewing goals, updating plans, and coordinating with lenders and internal partners to develop new opportunities.

Qualifications

• 3+ years in financial services.
• CFP/CTFA/CPA/JD preferred but not required.
• Bachelor's degree from four-year college or university or equivalent experience.

Responsabilités

• Develop personalized financial plans for clients.
• Identify goals and objectives with clients.
• Expand client relationships through business development and networking.
• Present financial recommendations and guidance to clients.
• Monitor plans and update as objectives change.

Connaissances

Client relationships

Financial planning

Investment management

Communication

Formation

Bachelor's degree

CFP/CTFA/CPA/JD preferred

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 comprehensive financial planning and investment management. You will lead the client experience by assembling a team around the client, including a portfolio manager, trust officer, and account staff.

You will maintain long-term client relationships by reviewing goals, updating plans, and coordinating with lenders and internal partners to develop new opportunities.