Financial Advisor

Position Summary

We are seeking an experienced, client-focused Financial Advisor to partner closely with an established advisor in serving and growing an existing book of business in Moosic, PA. This role offers a meaningful opportunity to build trusted client relationships, support long-term continuity of service, contribute to a smooth transition of responsibilities over time, and help drive the continued growth of the practice.

Key Responsibilities

• Partner with an established advisor to service, retain, and grow an existing book of business.
• Build and maintain strong client relationships through proactive communication, thoughtful planning, and consistent follow-through.
• Support client meetings, financial planning discussions, investment strategy conversations, and ongoing relationship management.
• Aid in transition planning to ensure continuity of client service and a seamless experience for clients over time.
• Identify opportunities to deepen client relationships and support additional planning, investment, and wealth management needs.
• Collaborate with internal teams to ensure client requests, operational needs, and practice priorities are handled efficiently and professionally.

Required Qualifications

• Bachelor’s degree in Finance, Business, Economics, or a related field.
• Minimum of 3 years of experience as a Financial Advisor or in a similar client-facing financial services role.
• Active FINRA Series 7 and Series 66 licenses, or Series 63 and Series 65 licenses.
• Demonstrated experience managing or supporting a book of business.
• Strong background in retirement planning, wealth management, financial planning, or estate planning.

Skills And Competencies

• Exceptional interpersonal and relationship-building skills, with the ability to earn client trust and strengthen long-term relationships.
• Strong knowledge of investment products, financial planning tools, and portfolio management concepts.
• High ethical standards, sound judgment, and a fiduciary mindset.
• Excellent communication, presentation, and client meeting skills.
• Goal-oriented, self-motivated, and highly organized, with strong attention to detail.
• Proficiency with Salesforce and financial planning software.
• Ability to work effectively in a collaborative team environment.

Physical/Other Requirements

Must be able to sit at a workstation and view a computer screen for extended periods. The role may require work during periods of increased activity, particularly when meeting client needs or business deadlines.

Pay

Competitive compensation and benefits package.

Schedule

Flexible schedule to accommodate client needs and business operations.

Benefits

Health insurance, retirement plan, paid time off, professional development opportunities, and more.