Wealth Management Advisor

Ytswealth; Export (PA); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

9 paid company holidays

Flexible scheduling for personal appointments

10 days of Paid Time Off

401(k) with dollar-for-dollar match up to 4%

Medical, Dental, Vision insurance

Job summary

Ytswealth is seeking an established, licensed Wealth Advisor in Export, PA, who will build and manage client relationships while delivering tailored financial strategies. The ideal candidate has 5+ years in wealth management, strong business development skills, and requires active financial licenses.

This full-time role offers a salary between $90,000 and $150,000 and provides growth opportunities, a flexible schedule, and a comprehensive benefits package.

Qualifications

• Minimum of 5+ years of experience in wealth management, private client advisory, or financial planning.
• Demonstrated success managing and growing client relationships and a book of business.
• Strong interpersonal, communication, presentation, and relationship management skills.

Responsibilities

• Build, manage, and deepen long-term client relationships through proactive service.
• Deliver comprehensive wealth management strategies tailored to client goals.
• Cultivate new business opportunities through networking and community engagement.

Skills

Relationship Management

Business Development

Strategic Thinking

Consultative Communication

Education

Active Series 7, 63, 65 or 66 licenses

Active Life, Health, and Variable Insurance licenses

5+ years of experience in wealth management

Job description

The ideal candidate is an established, licensed Wealth Advisor with a strong background in relationship management, business development, and comprehensive financial planning. This individual should possess a consultative approach, a high level of professionalism, and the ability to serve as a trusted advisor to high-net-worth individuals, families, and business owners.

This role is designed for a seasoned professional who thrives in an entrepreneurial environment and is motivated by the opportunity to grow and service a book of business while collaborating alongside an experienced and supportive team.

Location: Export, PA

Hours: Full-Time: 8:30am-4:30pm

Job Type: In-person

Salary: $90,000-$150,000 / year

Key Responsibilities

Client Advisory & Relationship Management

• Build, manage, and deepen long-term client relationships through proactive and personalized service
• Deliver comprehensive wealth management strategies tailored to each client’s financial goals and objectives
• Provide guidance across retirement planning, investment management, risk management, tax-efficient strategies, and estate planning coordination
• Partner with external professionals including CPAs, attorneys, and other advisors to deliver holistic financial solutions
• Maintain a high standard of responsiveness, professionalism, and client care

Business Development & Practice Growth

• Cultivate new business opportunities through networking, referrals, centers of influence, and community engagement
• Demonstrate a proven ability to develop, grow, and retain a book of business
• Maintain an entrepreneurial mindset with a focus on long-term relationship management and sustainable growth
• Contribute to the continued expansion and reputation of the firm

Professional Excellence

• Conduct thorough financial discovery and present strategic recommendations aligned with client objectives
• Stay current on market trends, investment strategies, and industry developments
• Maintain a strong commitment to compliance, ethics, and fiduciary responsibility
• Collaborate with internal teams to deliver a seamless and elevated client experience
• Embrace accountability, leadership, and continuous professional development

Qualifications & Requirements

• Minimum of 5+ years of experience in wealth management, private client advisory, or financial planning
• Demonstrated success managing and growing client relationships and a book of business
• Experience working within an independent, entrepreneurial, or growth-oriented advisory environment preferred
• Active Series 7, 63, 65 or 66 licenses required
• Active Life, Health, and Variable Insurance licenses required
• Strong interpersonal, communication, presentation, and relationship management skills
• High level of professionalism, business acumen, and emotional intelligence
• Ability to pass a drug screening, state background check, and federal fingerprinting requirements

Core Competencies

• Relationship Management
• Business Development
• Practice Management
• Strategic Thinking
• Consultative CommunicationRetirement Planning
• Client Experience Excellence
• Primarily office-based with regular in-person client meetings and interactions
• Professional, fast-paced, and collaborative environment
• Occasional travel for client meetings, conferences, networking events, and firm initiatives

Physical Requirements

• Prolonged periods of sitting, computer use, and phone communication
• Ability to attend in-person meetings and events
• Occasional lifting of light materials up to 20 pounds
• Ability to communicate effectively in both in-person and virtual environments

Compensation

• Salary Range: $90,000 – $150,000 (commensurate with experience)
• Additional performance-based compensation opportunities

Benefits & Perks

• Growth and leadership development opportunities
• 9 paid company holidays
• Flexible scheduling for personal appointments
• Travel expense reimbursement
• 10 days of Paid Time Off
• 401(k) with dollar-for-dollar match up to 4%
• Medical, Dental, Vision insurance
• Health Reimbursement Arrangement (HRA)
• Life Insurance
• Maternity & Paternity Leave

Location Requirement

Export, PA 15632 – Candidates must be able to relocate prior to start.
Relocation and commute expenses are not reimbursed.

Legal & Compliance Disclosures

• Equal Employment Opportunity:We are an equal opportunity employer and do not discriminate based on race, color, religion, sex, national origin, disability, or age.
• At-Will Employment:Employment at YTS Wealth Management is at-will. Either party may terminate employment at any time with or without cause or notice, unless law specifies otherwise.
• Background/Drug Screening:Employment is contingent upon successful completion of a drug test, state background check, and federal fingerprinting.
• Disclaimer:This job description is not intended to be all inclusive. Additional duties may be assigned as needed.