Wealth Management Associate | Client-Centric Finance

Hazlett, Burt & Watson, Inc.; Lancaster (Lancaster County); On-site; USD 50,000 - 75,000; Full time

Benefits offered by this job

Full Benefits package including 401K

Job summary

Hazlett Burt & Watson, Inc. in Lancaster, PA is seeking a Wealth Management Associate to be the first point of contact for clients across account servicing, financial plans and investment portfolios.

Under the supervision of a Financial Advisor, you will support client meetings, prepare materials, help develop strategies, and participate in community events and client education. Competitive base salary with full benefits, potential bonuses, and opportunities for growth within a growing advisory

Qualifications

• 5+ years of work experience in a field relevant to the position preferred.
• Four-year college degree or professional certification preferred.
• Active Series SIE, Series 7 and Series 66 Industry Licenses or ability to achieve within 6 months.
• Additional product licenses may be required.
• Enjoys working with people and problem solving.
• Effective written and verbal communication skills.
• Strong knowledge of financial industry and investment products.
• Ability to work independently and effectively on a team.
• Demonstrate leadership skills.
• Detail-oriented with superior organizational skills and ability to prioritize tasks.
• Ability and interest in working in a fast-paced evolving environment.
• Understanding of applicable compliance rules, regulations and firm policies.

Responsibilities

• Client relations: improve client experience with value, service and attention to detail.
• Administrative support: prepare meeting materials, follow up with clients and handle client transactions.
• Business Development: build trust with new and existing clients and explain investments with guidance from lead advisor.
• Assist lead advisor in developing and delivering financial and investment strategies.
• Client Support/Service: participate in or conduct client meetings with lead advisor.
• Community Involvement/Client Education: participate in events, webinars and seminars with lead advisor.

Skills

Client relations

Administrative support

Business Development

Client Support/Service

Community Involvement/Client Education

Leadership

Communication

Problem solving

Detail oriented

Education

Four-year college degree or professional certification

5+ years of work experience in a relevant field

Active Series SIE, Series 7 and Series 66 licenses or ability to achieve within 6 months

Additional product licenses may be required

Job description

Hazlett Burt & Watson, Inc. in Lancaster, PA is seeking a Wealth Management Associate to be the first point of contact for clients across account servicing, financial plans and investment portfolios.

Under the supervision of a Financial Advisor, you will support client meetings, prepare materials, help develop strategies, and participate in community events and client education. Competitive base salary with full benefits, potential bonuses, and opportunities for growth within a growing advisory