Financial Advisor

Company: Wellington Adams Financial Group
Location: York
Posted on: November 15, 2024

Job Description:

*Job Title:* Financial Advisor

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*Location:* York, PA

*Company:* Wellington Adams Financial Group

*About Us:* Wellington Adams is a boutique financial planning and investment advisory firm dedicated to helping our clients achieve their financial goals. We pride ourselves on providing personalized service, expert advice, and a warm, welcoming environment for our clients. As we continue to grow, we are seeking a motivated and detail-oriented Financial Advisor to join our team.

*Position Overview:* As a Financial Advisor, you will work closely with senior advisors to support the delivery of comprehensive financial planning and investment management services. This role is ideal for someone who has prior Financial Advising experience, is passionate about helping consumers achieve their financial goals, and has an entrepreneurial mindset.



*Why Join Us?*
* You're feeling capped where you are now and want independent opportunities
* Opportunity to work in a collaborative and supportive environment.
* Mentorship and professional development opportunities.
* Competitive base salary plus a lucrative variable compensation model.
* Marketing budget and top-notch administrative support.
* Ability to work in multiple office locations.
* Potential for career growth within the firm, to include the opportunity to take over an existing book of business

*Our Investments In You:*

- PTO

- SIMPLE IRA

- Paid Holidays

- Half-Day Fridays

*Key Responsibilities:*
* Assist in the preparation of comprehensive financial plans, including data gathering, analysis, and the development of financial projections.
* Participate in client meetings to provide support and ensure follow-up on action items.
* Communicate with consumers using multiple methods to initiate prospective relationships and foster relationships with existing clients.
* Collaborate with the advisory team to develop and implement investment strategies tailored to clients' needs and objectives.
* Assist in building the firm's client base through consumers activities and company-funded marketing efforts.
* Support marketing and business development initiatives, including vendor research.
* Stay current on industry trends, financial products, and regulatory requirements.
* Provide support to existing clients by answering inquiries and performing account service requests.

*Qualifications:*
* Investment licensure: Series 65 or equivalent (Required)
* A high level of professionalism and a commitment to client service (Required)
* High school diploma (Required)
* 3+ years of experience in financial planning or investment advisory services (Preferred)
* Life & Health Insurance licensure (Preferred)



*Salary: *55k-65k with a commission/fee structure



*Check us out: *https://www.wellingtonadams.com/

If you feel you would be a good fit, apply today!

Job Type: Full-time

Pay: $55,000.00 - $65,000.00 per year

Benefits:
* Paid time off
* Retirement plan
Compensation Package:
* Commission pay



License/Certification:
* Life & Health Insurance License (Required)
* Series 65 (Required)

Ability to Relocate:
* York, PA 17403: Relocate before starting work (Required)


Work Location: In person

Keywords: Wellington Adams Financial Group, Montgomery Village , Financial Advisor, Accounting, Auditing , York, Maryland