This job has expired

Wealth Advisor

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

View more

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

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.


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


Get job alerts

Create a job alert and receive personalized job recommendations straight to your inbox.

Create alert