Job Description
Job Description
Job Title: Financial Advisor
Locations: York, Lancaster, and Mechanicsburg, PA (Headquartered in York)
Company: Wellington Adams Financial Group
Position Overview:
Are you ready to elevate your career with a dynamic and growing financial advisory firm? Wellington Adams Financial Group is seeking a motivated and detail-oriented Financial Advisor to join our team. This is an exciting opportunity to grow with a company that values personalized service, expertise, and a collaborative environment. If you're looking for a career with independent opportunities and room for advancement, we want to hear from you!
About Us:
Wellington Adams is a boutique financial planning and investment advisory firm dedicated to helping clients achieve their financial goals. We pride ourselves on providing tailored advice and fostering lasting relationships. As we continue to grow, we are seeking a dedicated professional who shares our commitment to excellence and client-centered service.
Why Join Us?
- Career Growth: There is significant potential for career advancement, including the opportunity to take over an existing book of business.
- Collaborative Environment: Join a supportive team where your input matters and you'll have the chance to learn and collaborate with experienced professionals.
- Visibility & Recognition: Unique visibility opportunities, including publishing a book, contributing to national publications, and radio appearances.
- Competitive Compensation: Enjoy a competitive base salary plus a lucrative variable compensation model that rewards your success.
- Comprehensive Support: You’ll receive robust support including a dedicated administrative team and a marketing budget, allowing you to focus on serving clients.
- Work Flexibility: Take advantage of the ability to work in multiple office locations in the York, Lancaster, and Mechanicsburg areas.
Our Investment in You:
- Paid Time Off (PTO) for work-life balance.
- SIMPLE IRA with employer contribution.
- Paid holidays and half-day Fridays to help you recharge.
- Continuous support for your professional development.
Key Responsibilities:
- Financial Planning: Prepare comprehensive financial plans, analyzing data and developing projections to meet client objectives.
- Client Relations: Conduct client and prospective client meetings to provide guidance, answer questions, and follow up on action items.
- Relationship Building: Build and maintain strong client relationships using multiple communication channels.
- Collaboration: Work alongside the advisory team to create and implement personalized investment strategies.
- Business Growth: Assist in growing the firm’s client base through outreach efforts and company-funded marketing campaigns.
- Support Marketing Initiatives: Contribute to business development and marketing efforts, including vendor research.
- Industry Expertise: Stay up to date on financial trends, products, and regulatory changes.
- Client Support: Provide ongoing service to existing clients, handling inquiries and performing account-related tasks.
Qualifications:
- Licensure: Series 65 or equivalent (required)
- Insurance License: Life & Health (preferred)
- Experience: 3+ years in financial planning or investment advisory (preferred)
- Education: High school diploma (required)
- Professionalism: Demonstrated client service focus and high integrity (required)
Salary: $55,000 - $65,000 with a commission/fee structure
Check us out: https://www.wellingtonadams.com/
Ready to make a meaningful impact in clients’ financial lives? Apply now and take the next step in your advisory career with Wellington Adams Financial Group.
Company DescriptionWellington Adams Investment Advisory, LLC (Wellington Adams) is an independent financial services firm serving the South Central Pennsylvania area. Our mission is to provide the families and businesses we serve with innovative planning solutions that promote security and an improved quality of life in retirement. We serve our clients as educators, providing an understanding of prudent financial strategies to assist them in avoiding the pitfalls that hinder so many retirement plans.
Company Description
Wellington Adams Investment Advisory, LLC (Wellington Adams) is an independent financial services firm serving the South Central Pennsylvania area. Our mission is to provide the families and businesses we serve with innovative planning solutions that promote security and an improved quality of life in retirement. We serve our clients as educators, providing an understanding of prudent financial strategies to assist them in avoiding the pitfalls that hinder so many retirement plans.