Wealth Management Advisor

Client Advisory & Relationship Management

• Build, manage, and deepen long-term client relationships through proactive and personalized service
• Deliver comprehensive wealth management strategies tailored to each client’s financial goals and objectives
• Provide guidance across retirement planning, investment management, risk management, tax-efficient strategies, and estate planning coordination
• Partner with external professionals including CPAs, attorneys, and other advisors to deliver holistic financial solutions
• Maintain a high standard of responsiveness, professionalism, and client care

Business Development & Practice Growth

• Cultivate new business opportunities through networking, referrals, centers of influence, and community engagement
• Demonstrate a proven ability to develop, grow, and retain a book of business
• Maintain an entrepreneurial mindset with a focus on long-term relationship management and sustainable growth
• Contribute to the continued expansion and reputation of the firm

Professional Excellence

• Conduct thorough financial discovery and present strategic recommendations aligned with client objectives
• Stay current on market trends, investment strategies, and industry developments
• Maintain a strong commitment to compliance, ethics, and fiduciary responsibility
• Collaborate with internal teams to deliver a seamless and elevated client experience
• Embrace accountability, leadership, and continuous professional development

• Minimum of 5+ years of experience in wealth management, private client advisory, or financial planning
• Demonstrated success managing and growing client relationships and a book of business
• Experience working within an independent, entrepreneurial, or growth-oriented advisory environment preferred
• Bachelor’s degree preferred
• Active Series 7, 63, 65 or 66 licenses required
• Active Life, Health, and Variable Insurance licenses required
• Strong interpersonal, communication, presentation, and relationship management skills
• High level of professionalism, business acumen, and emotional intelligence
• Ability to pass a drug screening, state background check, and federal fingerprinting requirements

• Wealth Management & Financial Planning
• Relationship Management
• Business Development
• Practice Management
• Strategic Thinking
• Consultative Communication
• Retirement Planning
• Investment Advisory
• Collaboration & Leadership
• Client Experience Excellence
• Due Diligence & Compliance
• Continuous Improvement

• Primarily office-based with regular in-person client meetings and interactions
• Professional, fast-paced, and collaborative environment
• Occasional travel for client meetings, conferences, networking events, and firm initiatives

• Prolonged periods of sitting, computer use, and phone communication
• Ability to attend in-person meetings and events
• Occasional lifting of light materials up to 20 pounds
• Ability to communicate effectively in both in-person and virtual environments

• Compensation
  • Salary Range: $90,000 – $150,000 (commensurate with experience)
  • Additional performance-based compensation opportunities

  Benefits & Perks

  • Growth and leadership development opportunities
  • 9 paid company holidays
  • Flexible scheduling for personal appointments
  • Travel expense reimbursement
  • 10 days of Paid Time Off
  • 401(k) with dollar-for-dollar match up to 4%
  • Medical, Dental, Vision insurance
  • Health Reimbursement Arrangement (HRA)
  • Life Insurance
  • Maternity & Paternity Leave

  Observed Holiday’s:

  • New Year’s Day
  • Good Friday
  • Memorial Day
  • Independence Day
  • Thanksgiving Day
  • Day after Thanksgiving
  • Christmas Eve
  • Christmas Day
  • New Year’s Eve

• Monday–Friday (Daylight hours)
• Occasional evenings/weekends for client events and networking
• In-person role (Hybrid not available)

Export, PA 15632 – Candidates must be able to relocate prior to start.
Relocation and commute expenses are not reimbursed.

• Equal Employment Opportunity: We are an equal opportunity employer and do not discriminate based on race, color, religion, sex, national origin, disability, or age.
• At-Will Employment: Employment at YTS Wealth Management is at-will. Either party may terminate employment at any time with or without cause or notice, unless law specifies otherwise.
• Background/Drug Screening: Employment is contingent upon successful completion of a drug test, state background check, and federal fingerprinting.
• Disclaimer: This job description is not intended to be all inclusive. Additional duties may be assigned as needed.