Wealth Planner & Client Relations Specialist

United Capital Financial Advisors, LLC; Philadelphia (Philadelphia County); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Health insurance

Retirement benefits

Professional development support

Performance-based incentive compensation

Job summary

A financial advisory firm is seeking a Wealth Manager in Philadelphia to deliver tailored financial advice and investment recommendations. The role involves managing client relationships, supporting their financial well-being, and collaborating closely with senior advisors. Candidates should ideally possess a CFP designation or be working towards it, along with a bachelor's degree in a relevant field and 3–5 years of experience in financial planning. Benefits include a comprehensive health package and performance-based incentives.

Qualifications

• 3–5 years of experience in financial planning or related field.
• Must demonstrate integrity, discretion, and professionalism.
• Ability to manage multiple priorities efficiently.

Responsibilities

• Provide personalized financial advice and investment recommendations.
• Advise clients on various financial strategies.
• Collaborate with professionals to support clients’ needs.

Skills

Analytical skills

Interpersonal skills

Problem-solving skills

Microsoft Office Suite proficiency

Experience with CRM systems

Education

Bachelor’s degree in Business, Finance, Accounting, Economics or related field

Certified Financial Planner (CFP) designation

Series 65 or 66 license

Tools

Salesforce

Envestnet or comparable portfolio accounting systems

Financial planning software

Job description

A financial advisory firm is seeking a Wealth Manager in Philadelphia to deliver tailored financial advice and investment recommendations. The role involves managing client relationships, supporting their financial well-being, and collaborating closely with senior advisors. Candidates should ideally possess a CFP designation or be working towards it, along with a bachelor's degree in a relevant field and 3–5 years of experience in financial planning. Benefits include a comprehensive health package and performance-based incentives.