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Associate Wealth Advisor

H Cap Connect, LLC.
Bridgeville, PA Full Time
POSTED ON 2/20/2025
AVAILABLE BEFORE 5/18/2025

Associate Wealth Advisor

An Associate Wealth Advisor position is an excellent opportunity to join the firm and learn the ropes. Bring your book and help support some of the advisors' clients. If you don't have a book, let's talk anyway; there is still an opportunity. This is a production / business development, client-facing position.

About our Client

Located in the Bridgeville, Pennsylvania area, this firm is a client-centered financial services firm dedicated to providing personalized strategies for individuals navigating the complexities of personal finance. Emphasizing a team approach, they offer tailored solutions in investments, retirement planning, and insurance, ensuring each client receives undivided attention from planning through execution. Committed to proactive practice guidance, our client strives to anticipate and address financial challenges, helping clients stay on track toward a meaningful, purpose-driven financial future.

What You'll Do Here

  • Provides positive and professional service to the assigned client base.
  • Meets with clients to determine financial objectives, risk tolerance, income, expenses, assets, and liability.
  • Offer strategic advice on products and services.
  • Performs market research to remain current on financial and economic trends.
  • Business development to grow the book of business while maintaining / retaining the client base assigned by the firm.
  • Other duties as assigned.

The Requirements of the Job

  • Bachelor's degree in a relevant field, preferably wealth management or financial planning.
  • Knowledge and ability to learn the financial planning process.
  • High attention to detail.
  • Must obtain Series 7 and 66 certifications.
  • Strong math and analytical skills.
  • Excellent communication skills are a must.
  • Being a creative and analytical thinker is critical to the success of this role.
  • Must be able to manage and operate within a collaborative team environment.
  • Compensation

  • TBD based on experience, book of business and license status.
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