FINITETEK INC · 12 hours ago
Wealth Manager
Washington Crossing, PA
Full-time
Onsite
Entry, Mid Level
2+ years expFINITETEK INC is currently looking for a Wealth Manager to serve as a primary advisor for women business owners and prospects. The role involves providing wealth management services, onboarding new clients, and maintaining existing client relationships.
Staffing & Recruiting
Hiring Manager
Zach Hardin™
Responsibilities
Serve as a primary advisor for our woman business owners and be a contact for new and assigned individuals, families, and organizations
Be willing to immerse yourself in the needs of these business owners including advanced life insurance concepts, defined benefit plans, funding of buy/sell agreements, etc
Serve as an additional advisor and contact for our existing client relationships
Identify and assist with on boarding future clients through personal and professional contacts, and other community involvements
Explore opportunities to succeed the primary owner
Qualification
Required
2+ years of experience performing financial planning and investment planning services for clients
Active Series 7 license and Series 65 or 66
Life, Health Licenses
Ability to deal with Male & Female Business Owners for Business Life Insurance as well as other needs as they may arise
Clean U-4
Commitment to regulatory compliance with no negative history
Excellent written and verbal communication skills
Excellent technology adaptation/experience, proficiency on smart phones, tablets as well as PC's
Strong technical and analytical skills
Proficient with Microsoft Office, Emoney, Wealthbox CRM or Bill Good CRM, and other financial related software applications a plus
Business development experience with desire to help firm grow and prosper
Preferred
Experience serving clients with more complex financial circumstances
Bachelor's degree or higher strongly preferred
Opportunity to transition existing clients over 1+ year period
Prefer Certified Financial Planner™ or we will subsidize CFP Course
Benefits
Bonus opportunity is available
Equity Position Available for the right person
401(k) Plan
Health Insurance
Paid Holidays
Office space + flexibility
Company
FINITETEK INC
At FINITETEK INC, we’re more than a staffing and recruiting firm—we’re a trusted partner connecting exceptional talent with transformative opportunities.
201-500 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase