Wealth Management Specialist, Sr. jobs in Lancaster, PA

Here are a few of our must haves:

• 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.