Jobs
>
Harrisburg

    Wealth Advisor - Harrisburg, United States - HighTower Advisors

    HighTower Advisors
    HighTower Advisors Harrisburg, United States

    1 week ago

    Default job background
    Description
    Posted Friday, February 16, 2024 at 5:00 AM
    Our Story
    Today Fairport Wealth is a values-based, purpose-driven organization that inspires over 2000 families with comprehensive wealth management solutions.

    Headquartered in Cleveland, Ohio, we serve clients in six regional offices and are strengthened by the resources of Hightower Advisors.

    Our roots date back to a multi-generational business, and we continue to thrive as a supportive, family-oriented organization.

    Over six decades, we have thoughtfully incorporated teams with visionary founders, each bringing diverse talents, all of whom looked to put the client first.

    By 2030, our goal is to double our number of inspired families through excellent client service, dedication to the growth of our employees, and the acquisition of additional like-minded teams.

    What You'll Do
    You will be responsible for providing our standard of client experience and inspiring families.

    You will provide holistic wealth management solutions to clients and their families while having primary client relationship responsibility along with serving as the second chair on additional client relationships.

    Understand clients' goals and objectives to develop personalized, comprehensive financial solutions to help achieve the outcomes of the client's desire
    Actively engage with clients to update goals, and objectives, and implement appropriate recommended solutions
    Proficient in running and managing client meetings
    Establishes and maintains a service delivery schedule for clients
    Provide guidance and solutions for the individual planning needs of clients in the areas of insurance, retirement planning, estate planning, business planning, education funding, investment management, and tax planning
    Work closely with the Investment Team to develop an investment strategy to help meet long-term goals and objectives
    Participate in firm growth initiatives including support of our target market outreach and identifying, exploring, and closing share of wallet opportunities with existing clients
    What You'll Bring
    Bachelor's degree in finance or related degree
    CFP or CFA preferred
    5 + years of experience in the financial services industry in a client relationship position
    Excellent written and verbal communication skills, as well as interpersonal skills
    Ability to operate independently in dealing with broad concepts and effectively manage multiple priorities
    Deep knowledge of various investment and financial planning topics and a commitment to client service
    Proficient in the use of client relationship management and comprehensive financial planning software and technologies
    Experience with eMoney, Orion, and Salesforce preferred
    A growth mindset with a commitment to lifelong learning and sharing
    Consistently embody and live out Fairport Wealth's core values; empathy, team over self, engaged initiative, and continuous improvement
    A willingness to support and/or mentor colleagues
    A willingness to be visible in the communities/niches we serve and/or in other industry opportunities
    Client Service
    Participation and teamwork in conjunction with corporate initiatives
    What We Offer
    Coverage on the first day of employment for Medical, Dental, and Vision insurance
    Paid Parental Leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
    401k Matching Plan
    HSA Employer Contributions
    Student Loan Assistance
    Pet Insurance


    AN EQUAL OPPORTUNITY EMPLOYER:


    Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.

    You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.

    #J-18808-Ljbffr
  • pontemla

    Wealth Management Advisor

    1 week ago

    pontemla Harrisburg, United States

    **Our client a Fortune 1000 company has opportunities for experienced advisors and inexperienced career changers to join a prestigious organization with the support and training to be the most successful advisor you can be.** · **The Role of a Financial Advisor**: · - Build your ...

  • pontemla

    Wealth Management Advisor

    4 days ago

    pontemla Mechanicsburg, United States

    Job description · Our client, a wealth management firm, is looking for a talented professional with high capacity to build a financial planning practice as an advisor. · This is an entrepreneurial opportunity to build a business while having access to support. If you are looking ...

  • Integrity Marketing Group

    Product Specialist

    5 days ago

    Integrity Marketing Group Harrisburg, United States

    **About Ritter Insurance Marketing** · Ritter Insurance Marketing is an independent marketing organization supporting independent insurance agents in the senior health and life insurance market. Based in Harrisburg, Pennsylvania, Ritter has satellite offices in New York, Nebraska ...

  • Integrity Marketing Group

    Product Specialist

    4 days ago

    Integrity Marketing Group Harrisburg, United States

    Integrity is one of the nation's leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help peopl ...

  • Ritter Insurance Marketing

    Product Specialist

    1 week ago

    Ritter Insurance Marketing Harrisburg, PA, United States

    Integrity is one of the nation's leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help peopl ...

  • Ritter Insurance Marketing

    Product Specialist

    1 week ago

    Ritter Insurance Marketing Harrisburg, PA, United States

    Integrity is one of the nation's leading independent distributors of life, health and wealth insurance products. Integrity is driven by a singular purpose: to help people protect their health and wealth so they can be ready for the good days ahead. · Headquartered in Dallas, Tex ...

  • Ritter Insurance Marketing

    Product Specialist

    12 hours ago

    Ritter Insurance Marketing Harrisburg, PA, United States Full time

    About Ritter Insurance Marketing · Ritter Insurance Marketing is an independent marketing organization supporting independent insurance agents in the senior health and life insurance market. More than 280 full-time Ritter employees support the business of over 15,000 independent ...

  • Ritter Insurance Marketing

    Product Specialist

    23 hours ago

    Ritter Insurance Marketing Harrisburg, PA, United States

    About Ritter Insurance Marketing · Ritter Insurance Marketing is an independent marketing organization supporting independent insurance agents in the senior health and life insurance market. Based in Harrisburg, Pennsylvania, Ritter has satellite offices in New York, Nebraska, I ...

  • Ritter Insurance Marketing

    Agent Sales Advisor

    2 days ago

    Ritter Insurance Marketing Harrisburg, PA, United States

    About Ritter Insurance Marketing · Ritter Insurance Marketing is an independent marketing organization supporting independent insurance agents in the senior health and life insurance market. Based in Harrisburg, Pennsylvania, Ritter has satellite offices in New York, Nebraska, I ...

  • Ritter Insurance Marketing

    Senior Agent Sales Advisor

    5 hours ago

    Ritter Insurance Marketing Harrisburg, United States

    About Ritter Insurance Marketing · Ritter Insurance Marketing is an independent marketing organization supporting independent insurance agents in the senior health and life insurance market. Based in Harrisburg, Pennsylvania, Ritter has satellite offices in New York, Nebraska, Id ...

  • Members 1st Federal Credit Union

    Investment Assistant

    1 week ago

    Members 1st Federal Credit Union Enola, United States

    Reference #: a3efe175-3ad7-4fb2-851b b4d3 Description · Welcome You made it to the job description page At Members 1st, we look for individuals who will show up as their whole self because we value diversity, inclusion, and belonging, as well as people who believe in the philosop ...

  • Smith, Elliott, Kearns & Company

    Audit Senior

    1 week ago

    Smith, Elliott, Kearns & Company Camp Hill, United States

    Job Type · Full-time · Description · If you are excited about a career in public accounting with a firm that values individual growth and work-life balance, SEK may be the fit you are looking for... · We are currently looking for an Audit Senior in our Camp Hill office. The id ...

  • Citizens Financial Group, Inc.

    custodial handyman

    2 weeks ago

    Citizens Financial Group, Inc. Silver Spring, PA , USA, United States

    · At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you'll deepen relationships with your clients by collaborating with peers across banking, lendin ...

  • Smith, Elliott, Kearns & Company

    Audit Supervisor

    1 week ago

    Smith, Elliott, Kearns & Company York, United States

    Job Type · Full-time · Description · What are you looking for? A Great Place to Build Your Career? At SEK, you will find just that, especially if you are... · Technical: Excellent analytical, technical and auditing skills, including proficiency in US GAAP and GAAS. · Adaptable ...