Financial Advisor Associate
Keystone Wealth Management
Role Description This is a full-time on-site role for a Financial Advisor Associate, located in Mars, PA. The Financial Advisor Associate will support clients in achieving their financial goals by assisting in the development of personalized financial plans, conducting financial analyses, and providing tailored investment and retirement strategies. Additional responsibilities include maintaining client relationships, educating clients on financial options, and staying informed on financial market trends and regulatory updates. Qualifications Proficiency in Financial Planning, Retirement Planning, and Financial Advisory practices Knowledge of Investments and Finance principles Strong analytical and problem‑solving skills Excellent interpersonal and communication skills for building and maintaining client relationships Ability to work collaboratively in a team‑oriented environment Relevant certifications such as CFP, CFA, Series 7, or Series 66 are a plus Bachelor’s degree in Finance, Economics, Business, or a related field Demonstrated commitment to ethical financial practices and client‑first service #J-18808-Ljbffr Keystone Wealth Management
Vacancy posted 3 days ago
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