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Wealth Advisor

Employer
Crossgate Wealth Advisors, LLC
Location
Yardley, Pennsylvania
Salary
Based on experience
Closing date
Jul 2, 2022

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Job Role
Wealth Advisor
Employment Type
Full Time
Level
Experienced
Experience Level
5 to 9 years
CFP® Certification
Required
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A growing Registered Investment Advisor firm located in Yardley, Pennsylvania, is seeking a Wealth Advisor to assist in our mission of helping clients achieve their life goals. This person will play a key role in the future success of the organization.

 

Description
The Wealth Advisor will be an integral part of a team providing comprehensive, biblically based financial advisory services to our clients.

 

Responsibilities & Activities

  • Create financial plans, investment strategies and provide specific advice for clients of various ages and backgrounds.
  • Provide information and education to clients about the purpose and details of financial products, services, and strategies.
  • Communicate with clients by phone, email, Zoom meetings and in-person.
  • Coordinate money movement, strategy changes and paperwork for existing clients and prospects.
  • Participate in weekly staff and daily morning advisor meetings.
  • Maintain all continuing education requirements of a wealth advisor as well as any additional required training.
  • Research investment products as a member of the Investment Committee.
  • Assist with other duties as needed to support the smooth operation of the office.

Knowledge, Skills, & Abilities

    • CERTIFIED FINANCIAL PLANNER™ designation required.
    • Exceptional interpersonal and communication skills.
    • Excellent attitude and extraordinary client service orientation.
    • Professional demeanor.
    • Ability to handle multiple tasks and priorities simultaneously.
    • Business Development Skills.
    • Desire to achieve CKA Certification.

 

 

In exchange for your expertise, we offer a competitive fixed salary, 401(k) plus matching, health benefits, and a great working environment.  For more information about our company, please visit our website www.crossadvisors.com.

 

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