What are the responsibilities and job description for the Financial Advisor position at Advent Partners?
Advent Partners is dedicated to simplifying the financial planning process by providing tools and support that empower clients to make informed financial decisions. Our diverse team of professionals is deeply connected to the community through various initiatives, creating a foundation of trust and collaboration. We handle all aspects of financial planning, including investments, debt management, retirement, college funding, and family protection. Partnering with the Thrivent Advisor Network, we adhere to the highest industry standards to deliver reliable financial advisory services.
This is a full-time, on-site Financial Advisor role located in Camp Hill, PA. The Financial Advisor will work closely with clients to develop and execute personalized financial plans that align with their goals and values. Responsibilities include assessing clients' financial needs, providing guidance on investments, retirement planning, and financial protection strategies, and educating clients on financial tools and decision-making. The role involves building strong client relationships and maintaining exceptional professional standards.
- Proficiency in Financial Planning, Finance, and Financial Advisory strategies
- Experience in Retirement Planning and Investments
- Strong communication, interpersonal, and client relationship management skills
- Ability to analyze complex financial situations and deliver effective strategies
- Relevant certifications such as CFP, ChFC, or similar are preferred
- Bachelor's degree in Finance, Economics, Business, or a related field
- Commitment to maintaining compliance with applicable regulations and professional standards