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Financial Advisor

Employer
anonymous
Location
Exton, Pennsylvania
Salary
Salary commensurate with experience
Closing date
Nov 12, 2021

View more

Job Role
Financial Advisor
Employment Type
Full Time
Experience Level
5 to 9 years
CFP® Certification
Preferred
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Job Details

Wealth Management Solutions is an established fee-only comprehensive wealth management firm located in Exton, PA. We are seeking a Financial Advisor with at least 5 years’ experience, to join our team as we deliver financial planning/investment management services to our clients.
 

Partners Tanu Happonen and Martin Hopkins both migrated to the US from other countries. They know from experience that the United States is a land of opportunity for those who will work diligently and ethically.

Our company

  • WMS specializes in investment management and financial planning, using a customized approach for individuals, families and businesses. 
  • We have an established client base.
  • Our satisfaction comes from helping people achieve their goals and we have a genuine care for people – our staff and our clients.
  • We encourage an ownership mentality in our team and offer a track to ownership for appropriate team members.
  • Private investments are an important part of selected client portfolios. The successful candidate will have the opportunity to learn how to select, research and monitor private investments for our clients.
  • We pursue excellence and a reputation for consistent and proactive service.
  • We place a high value on satisfied and grateful clients.
     

Key Qualifications and Strengths of Candidate:

  • B.A. or B.S. degree from accredited four-year university
  • CFP® Designation preferred
  • Knowledge of Financial Planning and Portfolio Management software preferred
  • Strong financial and analytical skills
  • Strong verbal and written skills
  • Strong computer skills, with an acumen for learning new software programs
  • Significant comfort in delivering financial advice
  • Ability to identify, meet and follow through with client requests in a timely manner
  • Independent, autonomous and organized
  • Interact professionally, confidently and with warmth in all client communications
  • Detail oriented and able to multitask efficiently
  • Proactive in positive problem solving
  • Willing to cover for other team members when necessary
     

Job Description

  • Lead advisor for group of assigned clients.
  • Discuss with clients, the company’s current investment strategy. (All trading is done by a dedicated team member).
  • Manage client financial plans which includes gathering client data, following up with clients and full data entry into all necessary software programs
  • Follow up with incoming leads as soon as possible by phone and e-mail, and prepare proposals
  • Generate new clients through marketing and networking activities
  • Monitor account rollovers, transfers, conversions, retitling, etc.
  • Respond to all assigned client service requests to completion and full follow up
  • Generate portfolio reviews, all client meeting material prep and financial plan updates

Company

Our mission is to improve the quality of life of our clients by providing comprehensive wealth management that builds and sustains wealth. We provide independent, objective, and ongoing advice that helps you define your goals and short/long-term objectives; allowing you to build a personalized financial and investment plan.
Find Us
Telephone
6105247031
Location
300 N. Pottstown Pike
Suite 240
Exton
PA
19341
United States
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