Associate Wealth Advisor
On-siteEmporium, Pennsylvania, United States or Coudersport, Pennsylvania, United States
Job Summary
Support Wealth Advisors in servicing client relationships by maintaining regular communication, preparing materials, and coordinating follow-up. Learn wealth management products and services while assisting with investment, trust, brokerage, and insurance solutions. Participate in business development through networking, referrals, and collaboration with internal banking partners. Prepare account documentation, support onboarding activities, and ensure compliance with regulatory requirements. Complete required licensing and training in financial planning, investment management, and retirement strategies. Obtain FINRA Series 7 & 66 within six months and applicable state life and health insurance licenses within one year.
Required Qualifications
- Bachelor's degree in accounting, business, economics, finance, financial management, or a related field
- 0-2 years of experience in banking, financial services, wealth management
- equivalent combination of education and experience
- FINRA Series 7 & 66
- Applicable State Life & Health Insurance Licenses
- well-developed abilities and a proven track record in Relationship Building
- well-developed abilities and a proven track record in Customer Service
- well-developed abilities and a proven track record in Business Development
- well-developed abilities and a proven track record in Sales Experience
- well-developed abilities and a proven track record in Strong Communication & Presentation Skills
- well-developed abilities and a proven track record in Active Listening
- well-developed abilities and a proven track record in Financial Planning Fundamentals
- well-developed abilities and a proven track record in Attention to Detail
- well-developed abilities and a proven track record in Critical Thinking
- well-developed abilities and a proven track record in Collaboration & Teamwork
- well-developed abilities and a proven track record in Time Management & Organization
- well-developed abilities and a proven track record in Adaptability
- Interpersonal Savvy: Builds positive relationships across levels, functions, and cultures with diplomacy and tact
- Customer Focus: Delivers tailored solutions, exceeds expectations, and builds strong customer relationships
- Instills Trust: Maintains integrity, follows through on commitments, and earns credibility through consistent actions
- Drives Results: Achieves goals despite challenges and motivates others to deliver strong outcomes
- Action Oriented: Acts quickly on challenges, seizes opportunities, and tackles tough issues with a positive attitude
Desired Qualifications
- Bachelor's degree in accounting, business, economics, finance, financial management, or a related field is preferred
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