Wealth Management Specialist jobs in York, PA
Wealth Management Specialist develops individualized wealth management financial plans and recommendations to help clients attain financial goals by selecting investment solutions to minimize risk and grow wealth. Uses broad knowledge of investment products to educate clients on available investment options and create planning scenarios for retirement, education savings, and other financial objectives. Being a Wealth Management Specialist keeps abreast of economic conditions and new financial products to inform and advise clients on potential enhancements to existing financial plans and create up-sell opportunities. Monitors client portfolios to ensure appropriate risk profile. Additionally, Wealth Management Specialist follows all regulatory and organizational policies and procedures. May be involved with selling or coordinating the purchase of additional financial products or services to clients. Requires a bachelor's degree in finance, accounting, business or equivalent. May have the Certified Financial Planner (CFP) designation. Typically reports to a manager. The Wealth Management Specialist work is generally independent and collaborative in nature. Contributes to moderately complex aspects of a project. To be a Wealth Management Specialist typically requires 4 -7 years of related experience. (Copyright 2024 Salary.com)
Recently Added Wealth Management Specialist jobs
Associate Advisor - Hanover, PA
- Savant Wealth Management
-
Hanover, PA
FULL_TIME
-
The Associate Advisor is an entry-level advisory position focused on mastering client service and the implementation of the Savant wealth management process. The Associate Advisor is pursuing a CFP designation and gaining financial planning knowledge and skills in the role. This individual works closely with their advisory team members to provide day to day support to clients and prospects, assist in the preparation and presentation of financial plans, and prepare and manage the follow-up of client meetings. In addition, Associate Advisors complete the Savant Advisor Training Program (SATP), a development program designed for high-potential individuals who are interested in learning the skills and knowledge required to become a Financial Advisor. This is a rotational program, offering candidates exposure to various job functions critical to success as a Financial Advisor. Program duration will be tailored based upon the baseline knowledge, skills and experience of the incumbent.
The Associate Advisor role is typically responsible for the following:- Master The Savant Way best practices related to our client experience and Ideal Futures Process.
- Helps support the Lead or Co-Advisor during the client onboarding process
- Captures, organizes and audits client data and net worth statement (Ideal Futures Profile) to support Advisors and the Wealth Strategy team in providing comprehensive and proactive advice
- Supports Lead Advisor and Co-Advisor with financial planning software and data input.
- Participates in client meetings to support advisors with meeting preparation, notes and task follow-up
- Coordinates workflow and case work with tax, wealth transfer and planning specialists on behalf of the Lead or Co-Advisor
- Complete advisory self-perform planning projects and simple planning cases independently
- Support Wealth Strategy Team on completion of more complex cases on clients they are assigned and/or other work assigned to them on other clients.
- Researches planning and tax matters on behalf of the Lead and Co-Advisors
- Gradually increases speaking roles in client meetings on specific financial plan and investment topics as experience increases
- Builds relationship with Advisors and clients to position themselves to eventually assume a Co-Advisor role when they are promoted to an Advisor I
- Maintains and updates clients Ideal Futures Profile to support Advisors and the Wealth Strategy Team
- Completes the Advisor Training Program, including tax, planning and wealth transfer team support
- Build strong technical knowledge of portfolio management, rebalancing, trading, and creating and interpreting various client reports.
- Demonstrate intellectual curiosity, actively building knowledge of financial markets and the Savant investment philosophy. Begin to address client questions regarding their investment portfolio and/or performance.
A couple of special notes about our Associate Advisor:- Associate Advisors are required earn their CFP designation within three (3) years to progress to an Advisor I.
- Must obtain a Series 65 license within three (3) months of starting the program.
- This position is an in-person position based out of our Hanover, PA office.
- This is a full-time position, with a minimum expected hour amount of 40 hours per week, you can expect 4-5 days of in-person work weekly.
The Associate Advisor role typically requires the following qualifications:
- Bachelors Degree from an accredited college or university in the areas of finance, accounting, economics and/or related field - those with a major in Finance / CFP Track - highly considered.
- New college graduates to several years of experience in a professional work environment, preferably in accounting or financial services
- Pursuing or committed to obtaining the Certified Financial Planner® (CFP) designation. Strong preference will be given to candidates who have completed all necessary CFP coursework.
- Obtain Series 65 designation within three months of hire.
- You are proficient in Outlook, Word, Excel, and PowerPoint, as well as CRM software.
- You will be process oriented, organized, detail-oriented, and able to multitask.
- You always maintain a client first attitude.
- You will exude excellent verbal and written communication skills to build strong interpersonal relationships at all levels of the organization.
- You are a team player, you enjoy collaboration and helping others, but you can also work independently on project work.
Here are some skills that are helpful in your success:- You are a self-motivated, client-oriented, energetic, resourceful, and eager to learn person
- You enjoy trouble shooting and problem solving to help others in a timely and efficient manner.
- You will have a proven track record for solid attendance in your previous work experiences.
- You will maintain a high level of technical knowledge by participating in educational opportunities and reading technical publications.
Why Join Us?- We are a growing firm, with opportunities for future growth and advancement in your role.
- We offer health, vision, dental, and 401K benefit options for you and your family.
- We believe in collaboration, innovation, excellence doing what’s right, and helping our team to provide a world class service
- Our culture is steeped in Savant’s Midwestern roots as described through our corporate values of excellence, integrity, lifelong learning, respect, growth, and servant leadership. We are dedicated to living these values through our relationships with clients, each other, and the greater community. Our core values truly define the Savant way.
Let us help you on your path to your ideal career - apply today!
Collective Wisdom. We're Better Together.
At Savant Wealth Management, we are driven by a purpose to serve our clients with skill, passion and integrity. Inspired by collaboration, our team craves innovation, commitment to excellence and above all, doing what is right. We are up for any challenge. Since 1986 we have focused on committing to helping clients achieve peace of mind through our collective insight and wisdom.If you want to be part of a culture that is defined through strong values - Savant is right for you.
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of the incumbent in this position.Any combination of equivalent education and work experience will be considered.Savant Capital, LLC is an Equal Opportunity Employer - 15 Days Ago
Title Specialist
- CIOCCA MANAGEMENT COMPANY INC
-
York, PA
FULL_TIME
- Description We have an immediate opening for an energetic, enthusiastic and highly motivated accounting professional to join our growing and dynamic team! Are you a career minded individual in search ...
- 4 Days Ago
Title Specialist
- CIOCCA MANAGEMENT COMPANY INC
-
York, PA
FULL_TIME
- Description We have an immediate opening for an energetic, enthusiastic and highly motivated accounting professional to join our growing and dynamic team! Are you a career minded individual in search ...
- 4 Days Ago
Senior Government Property Management Specialist
- BAE Systems
-
York, PA
FULL_TIME
- Job Description As a Senior Government Property Management Specialist you will; Provide work status to manager on an established basis.Responsible for detailed review tasks for specific government pro...
- 10 Days Ago
PAID MEDIA MARKETING SPECIALIST - REMOTE
- Storage Asset Management
-
York, PA
FULL_TIME
- Storage Asset Management is a property management and consulting company that specializes in self-storage. With over 70 years of executive industry experience, SAM employs an incredible team of employ...
- 3 Days Ago
Quality Assurance Specialist (Mechanical)
- US Defense Contract Management Agency
-
York, PA
FULL_TIME
- Duties Performs duties associated with the administration of the quality assurance provisions of contracts by designing, implementing, and maintaining a risk-based surveillance program and assessment ...
- 22 Days Ago
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0 Wealth Management Specialist jobs found in York, PA area
Real Estate Outside Sales Professional
- Berkshire Hathaway HomeServices Homesale Realty
-
East York, PA
- Job Description A Real Estate Outside Sales Professional is a real estate agent who manages all aspects of a home purcha...
- 4/23/2024 12:00:00 AM
Independent Real Estate Agent
- Berkshire Hathaway HomeServices Homesale Realty
-
East York, PA
- Job Description An Independent Real Estate Agent advises clients on every facet of the real estate sales and purchasing ...
- 4/23/2024 12:00:00 AM
Real Estate Outside Sales Professional
- Berkshire Hathaway HomeServices Homesale Realty
-
Dallastown, PA
- Job Description A Real Estate Outside Sales Professional is a real estate agent who manages all aspects of a home purcha...
- 4/23/2024 12:00:00 AM
Entry-Level Real Estate Agent
- Berkshire Hathaway HomeServices Homesale Realty
-
Dallastown, PA
- Job Description A Real Estate Agent plays an essential role in a real estate transaction. Real estate is an exciting ind...
- 4/23/2024 12:00:00 AM
Associate Real Estate Agent
- Berkshire Hathaway HomeServices Homesale Realty
-
York, PA
- Job Description An Associate Real Estate Agent helps clients with the purchase and sale of their home. In this position,...
- 4/23/2024 12:00:00 AM
Citizens Banker
- Citizens
-
Lancaster, PA
- Description Starting Salary: $20 / hour and up Citizens Bankers are the face of the branch. They devote their time getti...
- 4/22/2024 12:00:00 AM
Senior Community Banking Manager
- Acnb Bank
-
Gettysburg, PA
- Job Description Job Description Come join our team!!!!Founded in 1857 we are a highly successful community bank where co...
- 4/22/2024 12:00:00 AM
Director, Cloud Architecture Risk Specialist
- Capital One
-
York, PA
- Center 3 (19075), United States of America, McLean, Virginia Director, Cloud Architecture Risk Specialist Capital One is...
- 4/22/2024 12:00:00 AM
About York, Pennsylvania
York (Pennsylvania German: Yarrick), known as the White Rose City (after the symbol of the House of York), is the county seat of York County, Pennsylvania, United States, located in the south-central region of the state. The population within York's city limits was 43,718 at the 2010 census, a 7.0% increase from the 2000 count of 40,862. When combined with the adjacent boroughs of West York and North York and surrounding Spring Garden, West Manchester, and Springettsbury townships, the population of Greater York was 108,386. York is the 11th largest city in Pennsylvania....
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Wealth Management Specialist jobs
$72,759 to $116,216
York, Pennsylvania area prices
were up 1.5% from a year ago
were up 1.5% from a year ago
What does a Wealth Management Specialist do?
Wealth Management Specialist in Little Rock, AR
· Knowledge of general office procedures (e.g., use of technology, office administration and management, regulation and controls, and risk management).
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So, always ask about the services a wealth management firm offer.
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Wealth Management Specialist in Davenport, IA
Accumulating wealth, says Elias, isn’t as far out of the reach of the average person as most of us think and it probably doesn’t involve luxury yachts and Picassos.
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