Wealth Management Advisor

About Us

YTS Wealth Management is a rapidly growing wealth management firm built on a foundation of exceptional client service, long-term relationships, and a collaborative team culture. Our firm provides comprehensive wealth management solutions including investment management, retirement planning, tax-efficient strategies, insurance, and estate planning guidance.

With a modern, family-oriented, and entrepreneurial environment, YTS offers experienced advisors the opportunity to expand their practice within a supportive, growth-focused organization that values autonomy, professionalism, and client-first service.

We are seeking an experienced and relationship-driven Wealth Advisor who is passionate about delivering sophisticated financial guidance, deepening client relationships, and contributing to the continued growth of the firm.

Position Overview

The ideal candidate is an established, licensed Wealth Advisor with a strong background in relationship management, business development, and comprehensive financial planning. This individual should possess a consultative approach, a high level of professionalism, and the ability to serve as a trusted advisor to high-net-worth individuals, families, and business owners.

This role is designed for a seasoned professional who thrives in an entrepreneurial environment and is motivated by the opportunity to grow and service a book of business while collaborating alongside an experienced and supportive team.

Key Responsibilities

Client Advisory & Relationship Management

• Build, manage, and deepen long-term client relationships through proactive and personalized service
• Deliver comprehensive wealth management strategies tailored to each client’s financial goals and objectives
• Provide guidance across retirement planning, investment management, risk management, tax-efficient strategies, and estate planning coordination
• Partner with external professionals including CPAs, attorneys, and other advisors to deliver holistic financial solutions
• Maintain a high standard of responsiveness, professionalism, and client care

Business Development & Practice Growth

• Cultivate new business opportunities through networking, referrals, centers of influence, and community engagement
• Demonstrate a proven ability to develop, grow, and retain a book of business
• Maintain an entrepreneurial mindset with a focus on long-term relationship management and sustainable growth
• Contribute to the continued expansion and reputation of the firm

Professional Excellence

• Conduct thorough financial discovery and present strategic recommendations aligned with client objectives
• Stay current on market trends, investment strategies, and industry developments
• Maintain a strong commitment to compliance, ethics, and fiduciary responsibility
• Collaborate with internal teams to deliver a seamless and elevated client experience
• Embrace accountability, leadership, and continuous professional development

Qualifications & Requirements

• Minimum of 5 years of experience in wealth management, private client advisory, or financial planning
• Demonstrated success managing and growing client relationships and a book of business
• Experience working within an independent, entrepreneurial, or growth-oriented advisory environment preferred
• Bachelor’s degree preferred
• Active Series 7, 63, 65 or 66 licenses required
• Active Life, Health, and Variable Insurance licenses required
• Strong interpersonal, communication, presentation, and relationship management skills
• High level of professionalism, business acumen, and emotional intelligence
• Ability to pass a drug screening, state background check, and federal fingerprinting requirements

Core Competencies

• Wealth Management & Financial Planning
• Relationship Management
• Business Development
• Practice Management
• Strategic Thinking
• Consultative Communication
• Retirement Planning
• Investment Advisory
• Collaboration & Leadership
• Client Experience Excellence
• Due Diligence & Compliance
• Continuous Improvement

Work Environment & Physical RequirementsWork Environment

• Primarily office-based with regular in-person client meetings and interactions
• Professional, fast-paced, and collaborative environment
• Occasional travel for client meetings, conferences, networking events, and firm initiatives

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 pounds
• Ability to communicate effectively in both in-person and virtual environments

Compensation & Benefits

Compensation

• Salary Range: $90,000 – $150,000 (commensurate with experience)
• Additional performance-based compensation opportunities

Benefits & Perks

• Growth and leadership development opportunities
• 9 paid company holidays
• Flexible scheduling for personal appointments
• Travel expense reimbursement
• 10 days of Paid Time Off
• 401(k) with dollar-for-dollar match up to 4%
• Medical, Dental, Vision insurance
• Health Reimbursement Arrangement (HRA)
• Life Insurance
• Maternity & Paternity Leave

Observed Holiday's:

• New Year's Day
• Good Friday
• Memorial Day
• Independence Day
• Thanksgiving Day
• Day after Thanksgiving
• Christmas Eve
• Christmas Day
• New Year's Eve

Schedule & Work Environment

• Monday–Friday (Daylight hours)
• Occasional evenings/weekends for client events and networking
• In-person role (Hybrid not available)

Location Requirement:

Export, PA 15632 – Candidates must be able to relocate prior to start.

Relocation and commute expenses are not reimbursed.

Legal & Compliance Disclosures

• Equal Employment Opportunity: 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 a 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.
• Job Type: Full-time