Wealth ManagerGreat Valley Advisor Group • Kutztown, PA, US

Wealth Manager

Great Valley Advisor Group • Kutztown, PA, US

Hace 8 días

Tipo de contrato

A tiempo completo

A tiempo parcial

Descripción del trabajo

Job Description

Salary :

Partner Firm Opportunity

Title : Wealth Manager Associate

Firm : Haas Financial Group (A GVA Partner Firm)

Location : Kutztown, PA

Type : Full-Time

Introduction :

Our firm is ready to expand our team! We are currently in search of a Wealth Manager Associate to help in financial plan development for new clients and to take the lead on servicing several long-standing client relationships. As a growing financial advisory business, we are looking for a seasoned candidate ready to jump into this role with both feet! If you think this job could be for you, please send an email info@haasfinancialgroup.com with your resume and a short video introducing yourself, describing what makes you the best we can hire and why you would like to join our team. We want someone ready to embrace our small, community-based firm, who takes pride and ownership over their tasks and loves helping people.

About Us :

Haas Financial Group is an RIA-only wealth management firm guiding clients through a well-defined and repeatable financial planning process, with the ability to coordinate the services of all specialized financial professionals in our clients lives including estate planners, legal, and tax advisors with investment management services. We focus on behavioral finance and the human side of our client relationships with a mission to align our clients values, vision, and wealth. Learn more about us and who we serve at www.haasfinancialgroup.com

Professional Values :

Building and cultivating personal relationships
Achieving impactful outcomes for others and themself by being persistent, determined, and accountable
A coachable, intellectually curious, lifelong learner

Personal Values :

Can work independently, but also enjoys being a part of a team

Gets joy out of maintaining relationships with others by being a good listener and communicator

Is ethical and always does what is best for the client

Qualifications and Critical Skills

Certified Financial PlannerTM with 5+ years of experience in financial services

Excel and eMoney software experience

Strong organizational skills and attention to detail

Excellent written and verbal communication skills

Commitment to personal growth with a willingness to learn and be coached

Inter-personal skills, technical skills and the desire to be a part of a team

Ability to prioritize tasks and handle fast-paced, sometimes stressful situations

Identify as an empathetic, problem-solver

Job Responsibilities :

Preparing for and assisting with client reviews and service requests through the HFG Client Service Model

Attending client meetings with the expectation to lead certain relationships within a short period of time

Designing and updating financial planning advice for new clients

Executing on internal financial planning and client service workflows

Assisting with implementation of financial planning and asset management recommendations

Helping draft educational content

This position is not a sales position, nor are you expected to source your own clients

Investment Advice offered through Great Valley Advisor Group, a Registered Investment Advisor. Great Valley Advisor Group and Haas Financial Investment Advice offered through Great Valley Advisor Group, a Registered Investment Advisor. Great Valley Advisor Group and Haas Financial Group are separate entities. This is not intended to be used as tax or legal advice. Please consult a tax or legal professional for specific information and advice. are separate entities. This is not intended to be used as tax or legal advice. Please consult a tax or legal professional for specific information and advice.

Our Hiring Process :

Step #1 Wow us with your resume and short video introduction to you.

Step #2 - If we love your submission, a team member will schedule a phone interview to get to know you better

Step #3 - If that team member loves his / her conversation with you, we will have you complete the DISC personality profile that helps us all learn how we would best fit together as a team

Step # 4 - If we love your responses to step #3, well invite you into the office for a formal interview with the team.

Terms of Employment :

Starting salary will be between $80,000 and $90,000 based on your credentials, designations, and experience leading client relationships

Revenue-linked bonus from the accounts that will be assigned to your Rep ID once you begin to independently service certain clients. This will begin after your first six months with us, and additional accounts will be added over time as new clients join the firm, and as you are able to begin leading other long-standing client relationships. This bonus is paid quarterly. NOTE : If you have a client-base you already serve and wish to bring them to Haas Financial Group to continue servicing, we will discuss how to best navigate that situation, as it is our intent for you to have the capacity to begin servicing several of our existing clients within the first 6-months of joining us, and many new relationships as we grow.

Bonus potential through year-end profit sharing for all team members

Employer Provided Benefits include : Healthcare (100% of employee cost covered) with optional Health Savings Account

Ability to add spouse and dependents (covered at 50% of cost)

Optional vision and dental insurance at your own expense

401(k) plan with 3% safe harbor match (both pre-tax and post-tax saving options)

Paid time off and holidays

Flexibility to work-from-home part-time

Our Thought on Who Should Apply :

Anyone who loves serving others and is genuinely interested in growing as a person and a planner. Someone who enjoys a mix of working independently and being part of a team, who takes great pride in helping others, and has a great personality and sense of humor. You should have a passion for the human side of financial planning relationships, where empathy, compassion and clear communication help forge positive, long-lasting relationships.

Location :

We are located in Kutztown, PA and this is a hybrid position. Face to face interaction is important for working as a team and for some of our clients. However, our process and use of technology at all stages of our relationships make us fully functional for a remote working environment. The expectation will be to utilize our joint office space no less than as necessary for clients, while having flexibility to work remotely as well based on your personal situation. As a company we value work-life balance as long as our clients are served, and our work is completed in a timely manner.

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Manager Wealth • Kutztown, PA, US