Careers

Be a part of our growing, vibrant team. 

If you don’t see a position below that matches your skill set, but you’re intrigued about working with a team that’s passionate about helping wealth management clients, then send us your resume.

Open Positions

We are currently seeking a seasoned Financial Advisor for our Johnstown location with a focus on business development.

Financial Advisor

Core Responsibilities

  • Client Account/Relationship Management
    • Primary manager of private/institutional client relationship
    • Formulate and implement financial advice with assistance from appropriate technical and support specialists
    • Conduct client meetings
    • Resolve routine and complex client account issues
  • Client Retention and New Business Development
    • Consistently maintain a client account base resulting in annual revenue of approximately $350,000-$700,000
    • Successfully retain 95%+ of existing clients year-over-year
    • Develop a new business pipeline through building and maintaining relationships with Centers of Influence, prospect meetings, group presentations, etc
  • Teamwork
    • Appropriately and proactively communicate needs, requests, deadlines, etc to Operations and/or specialist team members
    • Successfully gather accurate information from private/institutional clients to satisfy compliance and financial planning needs
    • Provide assistance to CFM colleagues and act as mentor as appropriate
  • Leadership
    • Participate in appropriate CFM committees
    • Provide guidance to CSMs regarding client service requests
  • Miscellaneous
    • Successfully plan for and manage deadlines and high-volume spikes
    • Seek out career development and continuing education opportunities
    • Other tasks and duties as assigned

Competencies

The individual who excels in this role will be highly competent in the following areas:

  • Financial and investment advice
  • Portfolio goal assessment and evaluation
  • Portfolio performance communication
  • Prospect cultivation
  • Business relationship management
  • Critical, high-volume time management
  • Technological mastery (software, databases, web-tools, etc)

Minimum Requirements

  • 3+ years of experience as a Financial Advisor with confirmed record of client retention and growth
  • CFA or CFP certification
  • Proficiency with sophisticated reporting software and databases
  • Excellent analytical skills
  • Bachelor’s degree (preferably in business, economics, accounting, finance, or math)
  • Microsoft Office Suite (advanced Excel skills preferred)
  • Excellent communication and interpersonal skills
  • Demonstrated strength in customer/client service
  • Collaborative work style with previous success in a team environment
  • Desire for growth opportunities and ongoing training

Preferred Skills and Experience

  • Other financial industry experience, preferably as a Financial Planner, Research Analyst, or Client Service role
  • Experience with PortfolioCenter and Junxure

Compensation

  • Competitive base salary
  • Health and retirement benefits
  • Paid time off
  • Eligible for New Client Bonus Program
  • Eligible for Profit Sharing Plan