Client Advisory & Relationship Management

• Build and maintain strong client relationships through consistent, meaningful engagement
• Develop and implement comprehensive financial plans tailored to individual client needs
• Collaborate with external advisors (CPAs, estate planning attorneys, etc.) to deliver holistic solutions
• Ensure timely and effective resolution of client inquiries and concerns
• Execute a proactive client contact strategy within your book of business

 
Business Development & Growth

• Identify and pursue new business opportunities through networking and relationship-building
• Demonstrate the ability to grow, develop, and retain a book of business
• Maintain an entrepreneurial mindset focused on long-term growth and client success

 
Professional Excellence

• Conduct thorough discovery to uncover client needs and deliver strategic solutions
• Stay current on investment products, financial planning strategies, and market trends
• Embrace feedback, accountability, and continuous improvement
• Collaborate with team members to leverage collective expertise and deliver exceptional client outcomes

• Minimum 5 years of experience in wealth management or financial advisory services
• Proven ability to build, develop, and retain a book of business
• Experience working in an entrepreneurial or growth-oriented environment
• Bachelor’s degree preferred
• Required licenses: Series 7, 63, 65 (or 66), and Life/Health/Variable Insurance
• Strong communication, analytical, and relationship management skills
• Must be able to pass a drug test, state background check, and federal fingerprinting

• Business Development
• Client Relationship Management
• Collaboration
• Consultative Communication
• Continuous Improvement
• Due Diligence
• Practice Management
• Quantitative Analysis
• Retirement Planning
• Strategic Thinking

• Primarily office-based with regular in-person client interactions
• Fast-paced, collaborative environment requiring adaptability and strong time management
• Occasional travel for client meetings, events, or conferences

• 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 lbs)
• Ability to communicate effectively in both in-person and virtual settings

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

• 9 paid holidays annually (If during Mon-Fri)
• Flexible Scheduling for personal/miscellaneous appointments that does not go against PTO
• (After 30 Days) 10 days of Paid Time Off
• (After 30 Days) 401(k) dollar for dollar match up to 4%
• (After 30 Days) Maternity and Paternity leave
• (After 30 Days) Medical – Dental – Vision – HRA – Life Insurance

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

• Export, PA 15632: Relocate before first day (Preferred)
• Relocation expenses not reimbursed
• Commute expenses not reimbursed

• Equal Employment Opportunity (EEO): 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 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.