Financial Planner/Wealth Manager

Job Description

Job Description

Salary:

Wealth Manager - Financial Planner - Client Service - Financial Customer Support

Title: Wealth Manager Associate Firm:Haas Financial Group(A GVA Partner Firm)

Introduction:

Our firm is ready to expand our team! We are currently in search of a Wealth Manager Associate to help in financial plan development for new clients and to take the lead on servicing several long-standing client relationships. As a growing financial advisory business, we are looking for a seasoned candidate ready to jump into this role with both feet! If you think this job could be for you, please send an email View email address on ziprecruiter.com with your resume.

Job Responsibilities:

• Preparing for and assisting with client reviews and service requests through the HFG Client Service Model
• Attending client meetings with the expectation to lead certain relationships within a short period of time
• Designing and updating financial planning advice for new clients
• Executing on internal financial planning and client service workflows
• Assisting with implementation of financial planning and asset management recommendations
• Helping draft educational content
• This position is not a sales position, nor are you expected to source your own clients

Qualifications and Critical Skills

• Certified Financial PlannerTM with 5+ years of experience in financial services
• Excel and eMoney software experience
• Strong organizational skills and attention to detail
• Excellent written and verbal communication skills
• Commitment to personal growth with a willingness to learn and be coached
• Inter-personal skills, technical skills and the desire to be a part of a team
• Ability to prioritize tasks and handle fast-paced, sometimes stressful situations
• Identify as an empathetic, problem-solver

Investment Advice offered through Great Valley Advisor Group, a Registered Investment Advisor. Great Valley Advisor Group and Haas Financial Investment Advice offered through Great Valley Advisor Group, a Registered Investment Advisor. Great Valley Advisor Group and Haas Financial Group are separate entities. This is not intended to be used as tax or legal advice. Please consult a tax or legal professional for specific information and advice. are separate entities. This is not intended to be used as tax or legal advice. Please consult a tax or legal professional for specific information and advice.

Terms of Employment:

• Starting salary will be between $80,000 and $90,000 based on your credentials, designations, and experience leading client relationships
  • Revenue-linked bonus from the accounts that will be assigned to your Rep ID once you begin to independently service certain clients. This will begin after your first six months with us, and additional accounts will be added over time as new clients join the firm, and as you are able to begin leading other long-standing client relationships. This bonus is paid quarterly. NOTE: If you have a client-base you already serve and wish to bring them to Haas Financial Group to continue servicing, we will discuss how to best navigate that situation, as it is our intent for you to have the capacity to begin servicing several of our existing clients within the first 6-months of joining us, and many new relationships as we grow.
  • Bonus potential through year-end profit sharing for all team members
  • Employer Provided Benefits include: Healthcare (100% of employee cost covered) with optional Health Savings Account
  • Ability to add spouse and dependents (covered at 50% of cost)
  • Optional vision and dental insurance at your own expense
  • 401(k) plan with 3% safe harbor match (both pre-tax and post-tax saving options)
  • Paid time off and holidays
  • Flexibility to work-from-home part-time

About Us:

Haas Financial Group is an RIA-only wealth management firm guiding clients through a well-defined and repeatable financial planning process, with the ability to coordinate the services of all specialized financial professionals in our clients lives including estate planners, legal, and tax advisors with investment management services. We focus on behavioral finance and the human side of our client relationships with a mission to align our clients values, vision, and wealth. Learn more about us and who we serve at

Location:

We are located in Kutztown, PA and this is a hybrid position. Face to face interaction is important for working as a team and for some of our clients. However, our process and use of technology at all stages of our relationships make us fully functional for a remote working environment. The expectation will be to utilize our joint office space no less than as necessary for clients, while having flexibility to work remotely as well based on your personal situation. As a company we value work-life balance as long as our clients are served, and our work is completed in a timely manner.

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