Wealth Management Associate

Posted 3 days ago

hazlett burt watsonLancaster (PA)

Personal Financial Advisors Portfolio Management and Investment Advice

SENIORITY

Senior

SALARY

$50,000- $75,000 per year

Apply

About the role

About the job

Job Description: Wealth Management AssociateHAZLETT BURT & WATSON, INC is an SEC Registered Investment Advisor and Securities Broker-Dealer that provides professional investment advice and comprehensive financial services to our clients and their families. We have an immediate opening for a Wealth Management Associate (WMA) in our Lancaster, PA Office. The WMA is often the first point of contact with clients on a broad array of services related to account servicing, financial plans and investment portfolios. Under the direction of the Financial Advisor, the WMA is an integral member of the advisory team and is responsible for delivering a consistent, positive client experience to help ensure all commitments are completed and delivered in a timely manner. Work responsibilities include but are not limited to:

Client relations
Leads a team-wide effort to organize, streamline and enhance a client experience that emphasizes value, service and attention to detail
Administrative support
Preparing meeting materials, following up with clients, and handling client transactions
Business Development
Establish trusting relationships with new and existing clients, proactively helping them understand their investments and planning strategies, with guidance and input from lead advisor
Financial planning
Assist lead advisor in the development and delivery of financial and investment strategies that aim to address each client’s financial situation, specific goals and concerns
Client Support/Service
May participate in or conduct client meetings with lead advisor or on behalf of lead advisor
Community Involvement/Client Education
Participate in community events promoting client services. May manage client events, webinars and seminars by organizing, marketing and setting up venue in collaboration with lead advisor
Education, Experience, Knowledge and Skills:
Education and/or experience 5+ years of work experience in a field relevant to the position preferred
Four-year college degree or professional certification preferred
Active Series SIE, Series 7 and Series 66 Industry Licenses or ability to achieve within 6 months
Additional product licenses may be required
Knowledge/SkillsEnjoys working with people and problem solving
Effective written and verbal communication skills
Strong knowledge of financial industry and investment products
Ability to work independently and effectively on a team
Demonstrate leadership skills
Detail-oriented with superior organizational skills and ability to prioritize tasks
Ability and interest in working in a fast-paced evolving environment
Understanding of applicable compliance rules, regulations and firm policies

Competitive Compensation - Expected base pay rates for the role will be between $50,000- $75,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation and discretionary bonuses. Full Benefits package including 401K Profit Sharing Equal Employment Opportunity (EEO):HAZLETT BURT & WATSON, INC. provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.

Job Type: Full-time

Benefits:

401(k)401(k) matching
Dental insurance
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Vision insurance

Compensation Package: Bonus opportunities

Work Location: In person

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.