Financial Advisor

The ideal candidate is a driven and entrepreneurial professional who excels at building relationships, uncovering client needs, and delivering tailored financial solutions. This individual will play a key role in expanding and servicing a book of business while contributing to a culture of accountability, collaboration, and continuous improvement. Location: Export, PA Hours: Full-Time: 8:30am-4:30pm Job Type: In-person Salary: $90,000-$150,000 / year Key Responsibilities Client Advisory & Relationship Management Build and maintain strong client relationships through consistent, meaningful engagement Develop and implement comprehensive financial plans tailored to individual client needs Collaborate with external advisors (CPAs, estate planning attorneys, etc.) to deliver holistic solutions Ensure timely and effective resolution of client inquiries and concerns Execute a proactive client contact strategy within your book of business Business Development & Growth Identify and pursue new business opportunities through networking and relationship-building Demonstrate the ability to grow, develop, and retain a book of business Maintain an entrepreneurial mindset focused on long‑term growth and client success Professional Excellence Conduct thorough discovery to uncover client needs and deliver strategic solutions Stay current on investment products, financial planning strategies, and market trends Embrace feedback, accountability, and continuous improvement Collaborate with team members to leverage collective expertise and deliver exceptional client outcomes Qualifications and Requirements Minimum 5 years of experience in wealth management or financial advisory services Proven ability to build, develop, and retain a book of business Experience working in an entrepreneurial or growth‑oriented environment Required licenses: Series 7, 63, 65 (or 66), and Life/Health/Variable Insurance Strong communication, analytical, and relationship management skills Must be able to pass a drug test, state background check, and federal fingerprinting Core Competencies Business Development Client Relationship Management Consultative Communication Practice Management Quantitative Analysis Retirement Planning Strategic Thinking Primarily office‑based with regular in‑person client interactions Fast‑paced, collaborative environment requiring adaptability and strong time management Occasional travel for client meetings, events, or conferences Physical Requirements Prolonged periods of sitting, computer use, and phone communication Ability to attend in‑person meetings and events Occasional lifting of light materials (up to 20 lbs) Ability to communicate effectively in both in‑person and virtual settings Compensation Salary Range: $90,000 – $150,000 annually (commensurate with experience) Additional performance‑based compensation opportunities Benefits and Perks 9 paid holidays annually (If during Mon‑Fri) Flexible Scheduling for personal/miscellaneous appointments that does not go against PTO (After 30 Days) 10 days of Paid Time Off (After 30 Days) 401(k) dollar for dollar match up to 4% (After 30 Days) Maternity and Paternity leave (After 30 Days) Medical – Dental – Vision – HRA – Life Insurance Monday–Friday (Daylight hours) Occasional evenings/weekends for client events and networking In‑person role (Hybrid not available) Relocation Export, PA 15632: Relocate before first day (Preferred) Commute expenses not reimbursed Legal & Compliance Disclosures Equal Employment Opportunity (EEO): We are an equal opportunity employer and do not discriminate based on race, color, religion, sex, national origin, disability, or age. At‑Will Employment: Employment at YTS Wealth Management is at‑will. Either party may terminate employment at any time with or without cause or notice, unless law specifies otherwise. Background / Drug Screening: Employment is contingent upon successful completion of drug test, state background check, and federal fingerprinting. Disclaimer: This job description is not intended to be all inclusive. Additional duties may be assigned as needed. #J-18808-Ljbffr