What are the responsibilities and job description for the Associate Wealth Advisor position at H Cap Connect, LLC.?
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
Compensation
