Wealth Management Specialist, Sr. jobs in Johnstown, PA

SUMMARY

Develop- As a Wealth Advisor with STC Wealth Management your goal is to build and grow a book of business through financial planning and investment management.

Manage- Wealth Advisors are responsible for leading the client experience. This is accomplished by building a team around the client. This includes a portfolio manager, Trust officer, and various account administrators.

Maintain- Creating long term relationships with clients is a focus for this role. This is accomplished through continued review of our client’s financial goals and updating their plan as objectives may change.

STC Wealth Management offers advice and planning strategies focused on helping clients meet their investing and financial goals. This includes retirement planning, Trust and estate planning, as well as managing the overall risk of a client’s investment portfolio.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following:  

• Establishes individual financial plans based on client financial needs and objectives.
• Works with our team in creating personalized solutions for clients.
• Identifies sales opportunities through internal and external prospecting.
• Develops and expands client relationships through business development and COI networking.
• Offers planning and investment knowledge to solve client problems appropriately and efficiently.
• Presents financial recommendations and guidance to clients.
• Monitors financial plans and recommends changes as needed.
• Coaches and educates branch staff and internal business partners to identify investment opportunities.
• Drives investment education and visibility internally and externally.
• Partners with lenders and managers to develop opportunities for new business.
• Maintains current knowledge of and adheres to the BSA policy.

SUPERVISORY RESPONSIBILITIES

This job has no supervisory responsibilities.

QUALIFICATIONS 

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

3 years working in the financial services industry. CFP, CTFA, CPA, JD preferred but not required. We can accommodate candidates with professional licenses such as series 7 and 65/66, but product sales are not a focus for this role.

EDUCATION and/or EXPERIENCE

Business degree (BS or BA); or twelve months related experience and/or training; or equivalent combination of education and experience. 

TECHNICAL SKILLS

Must be proficient in Microsoft Word and Excel. Must also have some knowledge of Microsoft Access. The ability to work with various browser-based systems and software systems is mandatory. Must be willing to learn new systems and not have any issues with emerging technology. 

LANGUAGE SKILLS

Must possess excellent communication skills and be able to clearly effectively communicate with both customers and bank personnel.  Ability to read, analyze and interpret various documents such as industry journals, operating and maintenance instructions, and procedure manuals.  Ability to compile reports and compose customer correspondence.  

MATHEMATICAL SKILLS

Ability to calculate figures and amounts such as discounts, interest, and percentages.

REASONING ABILITY

Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form.  Ability to deal with problems involving several concrete variables in standardized situations.   Desire to understand and utilize systems to their utmost capabilities.

PHYSICAL DEMANDS 

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to sit; use hands and fingers to operate office equipment such as keyboards, telephones, etc. and to talk and hear.  The employee frequently is required to reach with hands and arms.  The employee is occasionally required to stand; walk; and stoop, kneel, crouch, or crawl.  The employee must occasionally lift and/or move up to 25 pounds.  Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, and ability to adjust focus.

WORK ENVIRONMENT 

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The noise level in the work environment is usually moderate.