- Client Relationship Management: Build and maintain strong client relationships by serving as a primary point of contact for client inquiries, concerns, and requests. Understand client goals, financial needs, and risk tolerance.
- Financial Planning: Assist in the development and implementation of comprehensive financial plans, including investment strategies, retirement planning, estate planning, tax optimization, and more.
- Investment Management: Conduct research and analysis to support investment recommendations. Collaborate with senior advisors to construct and manage client portfolios aligned with their financial objectives.
- Client Communication: Prepare and deliver client presentations, reports, and updates. Effectively communicate investment strategies and market updates in a clear and understandable manner.
- Compliance and Documentation: Ensure all client records and documentation are accurately maintained in accordance with regulatory requirements and company policies.
- Education and Growth: Stay informed about industry trends, financial markets, and regulatory changes. Continuously seek opportunities for professional development and industry certifications.
- Bachelor's degree in Finance, Economics, or a related field.
- CFP designation is a preferred.
- Minimum of two years of relevant experience in wealth management or financial advisory services.
- Strong knowledge of financial planning, investment management, and wealth preservation strategies.
- Excellent interpersonal and communication skills.
- Detail-oriented with a commitment to delivering exceptional client service.
- Ability to work collaboratively within a team-oriented environment.
- Proficiency in financial planning software and tools.
- Series 65 or Series 66 license (or willingness to obtain within six months of employment).
- Competitive compensation and performance-based bonus.
- Comprehensive benefits package, including health insurance and retirement plans.
- Opportunities for career advancement and professional growth.
- Supportive and collaborative work environment.
- Ongoing training and development opportunities.
-
Wealth Management Advisor
1 week ago
Amplius Wealth Advisors Blue Bell, United StatesAmplius Wealth Advisors, an independent wealth management firm, is seeking an Associate Wealth Advisor/Relationship Manager to join us in our mission to help clients achieve their financial goals. This is an incredible opportunity to play a key role in the future success of our f ...
-
Wealth Management Advisor
3 weeks ago
Amplius Wealth Advisors Blue Bell, United StatesAmplius Wealth Advisors, an independent wealth management firm, is seeking an Associate Wealth Advisor/Relationship Manager to join us in our mission to help clients achieve their financial goals. This is an incredible opportunity to play a key role in the future success of our f ...
-
Wealth Management Advisor
2 weeks ago
Amplius Wealth Advisors Blue Bell, United StatesAmplius Wealth Advisors, an independent wealth management firm, is seeking an Associate Wealth Advisor/Relationship Manager to join us in our mission to help clients achieve their financial goals. This is an incredible opportunity to play a key role in the future success of our f ...
-
Wealth Management Advisor
4 days ago
Equitable Advisors Bala-Cynwyd, United StatesAt Equitable Advisors, your next chapter can start today. In the current economy, stability and financial freedom are two important factors that job seekers look for when searching for their ideal career. Knowing that, many hard-working and achievement driven individuals have fou ...
-
Wealth Management Advisor
3 weeks ago
Northwestern Mutual King of Prussia, United StatesNorthwestern Mutual -Eastern Pennsylvania · LIVE LIFE DIFFERENTLY · French writer, Antoine de Saint-Exupery once wrote, "A goal without a plan is just a wish." At Northwestern Mutual, Wealth Management Advisors help people create and implement a financial plan allowing them to ...
-
Wealth Management Advisor Intern
3 weeks ago
Northwestern Mutual King of Prussia, United StatesAbout Northwestern Mutual Eastern Pennsylvania · French writer, Antoine de Saint-Exupery once wrote, A goal without a plan is just a wish. · As achieving financial security becomes more complex for people, a few simple truths are becoming even more powerful: Relationships are ...
-
Wealth Management Advisor
3 weeks ago
Equitable Advisors LLC Trenton, United StatesJob Description · Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being providing them confidence to pursue long and fulfilling lives. We have a passi ...
-
Wealth Management Advisor
3 weeks ago
Northwestern Mutual King of Prussia, United StatesNorthwestern Mutual -Eastern Pennsylvania · LIVE LIFE DIFFERENTLY · French writer, Antoine de Saint-Exupery once wrote, "A goal without a plan is just a wish." At Northwestern Mutual, Wealth Management Advisors help people create and implement a financial plan allowing them to ...
-
Wealth Management Advisor
4 weeks ago
Northwestern Mutual King of Prussia, United StatesNorthwestern Mutual -Eastern Pennsylvania · LIVE LIFE DIFFERENTLY · French writer, Antoine de Saint-Exupery once wrote, A goal without a plan is just a wish. At Northwestern Mutual, Wealth Management Advisors help people create and implement a financial plan allowing them to tr ...
-
Wealth Management Advisor
3 weeks ago
pontemla King of Prussia, United StatesJob 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 ...
-
Apple Leisure Group Media, United States Full timeAt Apple Leisure Group, we care for people so they can be their best. We deliver distinctive experiences for our guests, while providing a world of understanding and care. We strive to be the first choice in vacation travel, enriching lives and uniting the world. · Grow your care ...
-
Wealth Management Advisor Intern
1 week ago
Northwestern Mutual King of Prussia, United StatesAbout Northwestern Mutual Eastern Pennsylvania · French writer, Antoine de Saint-Exupery once wrote, A goal without a plan is just a wish. · As achieving financial security becomes more complex for people, a few simple truths are becoming even more powerful: Relationships are b ...
-
Wealth Management Advisor Intern
3 weeks ago
Northwestern Mutual King of Prussia, United StatesAbout Northwestern Mutual – Eastern Pennsylvania · French writer, Antoine de Saint-Exupery once wrote, "A goal without a plan is just a wish." · As achieving financial security becomes more complex for people, a few simple truths are becoming even more powerful: Relationships a ...
-
Business Banking Treasury Management Advisor
4 weeks ago
PNC Financial Services Group Macungie, United StatesPosition Overview · At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our em ...
-
Wealth Management Advisor
3 weeks ago
Equitable Advisors Philadelphia, United StatesEquitable Advisors- Retirement Benefits Group Job Description · With Equitable founded in 1859, Equitable Advisors is a leading firm in the financial services and insurance industry with a mission to help people build fulfilling futures grounded in our stability, innovative solut ...
-
Bryn Mawr Capital Management Financial Advisor
2 weeks ago
WSFS Bank Philadelphia, United StatesJob Description · At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive sa ...
-
RSM US LLP Blue Bell, United StatesWe are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture ...
-
Wealth Advisor
2 weeks ago
NAPFA Consumer Group Plymouth Meeting, United StatesMary Huntowski · 5 Apollo Road, Suite 100 · Plymouth Meeting, PA 19462About Our Firm: Legacy Advisors, LLC is a premier Wealth Management firm headquartered in Plymouth Meeting, PA. We are a well-established and growing RIA with expertise in investment and wealth planning for u ...
-
Commercial Salesman
19 hours ago
Konica Minolta Business Solutions, U.S.A., Inc. Blue Bell, PA, United StatesAt Konica Minolta, we partner with our customers to design Future of Work technology solutions to help their business thrive. From process automation, cyber security, advanced printer technology, managed IT services, video security systems and more, we add value by tailoring our ...
-
Client Support Assistant
1 week ago
Meridian Bank, N.A. Blue Bell, United StatesJob Description · Apply Now · Position Summary: · Meridian Wealth Partners · We provide our clients with a comprehensive array of financial options and the trusted guidance to help them prepare for the future. We put the client first by utilizing our proprietary analytical system ...
Wealth Management Advisor - Blue Bell, United States - Amplius Wealth Advisors
3 weeks ago
Description
Amplius Wealth Advisors, an independent wealth management firm, is seeking an Associate Wealth Advisor/Relationship Manager to join us in our mission to help clients achieve their financial goals. This is an incredible opportunity to play a key role in the future success of our fast-growing organization. If you have a relentless desire to succeed and share in our vision, then we would love to hear from you.
Amplius Wealth Advisors is a registered independent advisory firm focused on helping successful executives, professionals, and multigenerational families solve complex financial problems. We help them protect, sustain, and transfer their wealth. That begins with understanding our clients' goals and objectives, then pursuing solutions to ensure they achieve optimal financial outcomes. Our team works closely to advise and deliver personalized advice drawn from our deep investment and financial planning experience, access to a comprehensive array of independent investment solutions, and full suite of services.
As a locally owned and operated firm, we have a powerful sense of personal accountability, integrity, and responsibility to our community and the clients we serve.
Position Overview
As an Associate Wealth Advisor/Relationship Manager, you will play a critical role in supporting our clients' financial success and ensuring a high level of service and satisfaction. This position offers the opportunity to work closely with our senior wealth advisors, collaborate with clients, and contribute to the growth and success of the firm.
Key Responsibilities
Qualifications:
Benefits:
For more information about our company, please visit our website at
Given the high demand for this position, we are only able to contact the most qualified candidates. All rights reserved. Amplius Wealth Advisors is an equal employment/affirmative action employer Female/Minority/Disability/Vet.
