Wealth Advisor
- Employer
- Crossgate Wealth Advisors, LLC
- Location
- Yardley, Pennsylvania
- Salary
- Based on experience
- Closing date
- Jul 2, 2022
View more
- Job Role
- Wealth Advisor
- Employment Type
- Full Time
- Level
- Experienced
- Experience Level
- 5 to 9 years
- CFP® Certification
- Required
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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