Job description

About us

Myers Wealth Management Group is an organization focused on growth, excellence and opportunity. Our mission is to be an essential partner in our client’s pursuit of financial success. Our strategy is to work cohesively with our clients, colleagues and community business partners to achieve the best results for all stakeholders.

Financial Advisor

Job Description

We are looking for a financial advisor to act as the primary servicing advisor for an existing portion of the Senior Advisor’s client base, servicing approximately 50 client groups with a current AUM of approximately $20,000,000. The ideal candidate will understand the value of financial planning, be able to research marketplace on available products and services and identify client needs.

The Financial Advisor serves as the lead contact for medium-net-worth clients with medium to complex relationships. This individual should demonstrate a high level of credibility, presence, and confidence in working with clients. The Financial Advisor handles meetings on their own and will hold joint meetings with the Senior Financial Advisor. The Financial Advisor will focus mainly on relationship deepening from existing clients.

Responsibilities

Areas of Responsibility

• Manage existing client base (~50 client households with ~$20 million AUM)
• Provide financial advice
• Analyze and recommend changes to portfolios
• Review Financial plans and present to clients
• Implement solutions
• Manage a pipeline using CRM
• Focus on growing the firm’s client / asset base by participating in the existing marketing plan and events

Preferred Qualifications

Education Level and Experience

• 3-5 years of relevant Financial Services Experience
• Series 7 license
• BS degree in Finance or related field
• CFP, CRPC and/or MBA preferred.
• Knowledge And Skills

Excellent client service skills

• Superior oral/written communication, analytical and thought leadership skills
• Strong team player
• Strong work ethic

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Retirement plan
• Vision insurance

Physical setting:

• Office

Schedule:

• 8 hour shift

Ability to commute/relocate:

• Center Valley, PA 18034: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Financial concepts: 3 years (Required)

Work Location: In person

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