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Junior Wealth Advisor

Employer
River Wealth Advisors
Location
Camp Hill, Pennsylvania
Salary
Salary commensurate with experience
Closing date
Oct 20, 2021

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Job Role
Wealth Advisor
Employment Type
Full Time
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River Wealth Advisors, a growing fee-only registered independent advisory (RIA) firm headquartered in Camp Hill, PA, with a second location in the Lehigh Valley, is currently seeking a talented, enthusiastic individual to join our firm as a Junior Wealth Advisor.

Responsibilities:

  • Serve as a relationship manager, working with the firm’s portfolio managers and service teams, to onboard and retain clients
  • Manage an existing book of business, working with the primary advisor, of approximately 50-75 clients
  • Meet individually with clients to determine their financial objectives, risk tolerance, and assets
  • Identify and cultivate current and new relationships with clients, prospects, and centers of influence by articulating the firm’s investment philosophy and full range of services
  • Maintain timely, accurate, and complete sales administration tasks

The Ideal Candidate:

  • CERTIFIED FINANCIAL PLANNER® designation or candidate
  • College degree
  • 2-3 years of experience in client service or financial operations
  • Understanding of financial markets and investment instruments including equity and debt securities and mutual funds. 
  • Experience with financial planning and investment strategies
  • Familiarity with the securities and mutual fund industries
  • Ability to analyze and explain market data
  • Proficiency with word processing, spreadsheet, database, and financial planning software
  • Analytical thinking skills and the ability to assess clients’ needs
  • Excellent communication abilities, including writing, speaking, and active listening
  • Effective sales, presentation, and customer service skills
  • Good organization and time management skills

 

Work Location: Based in Camp Hill, PA or Allentown, PA

Benefits Offered:

  • Generous paid time off
  • Company-paid health insurance with a health savings account
  • Dental and vision insurance
  • 401(k) retirement benefits

To be considered for the River Wealth Advisors team, forward your resume and salary requirements in confidence to Rebecca McClure at rmcclure@riverwealthadvisors.com.

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