Capital A Wealth Management, LLC
Service Advisor
Capital A Wealth Management, LLC, Cranberry Township, Pennsylvania, United States
Overview
Service Advisor at Capital A Wealth Management, LLC – Cranberry Township, PA. Pay
Base pay range: $70,000.00/yr - $80,000.00/yr. Actual pay will be based on your skills and experience; talk with your recruiter to learn more. Responsibilities
Prepare, present, and implement customized financial plans Assist clients with annuities, life, long-term care, and managed money Provide financial planning advice to include investment, insurance, and retirement Develop, manage, and retain strong client relationships Assist main Advisor with meeting individual and team goals Qualifications
Strong initiative Ability to market to local clients Persistence An entrepreneurial perspective to build client base 1+ years of financial service experience required Series 65 and Life and Health required Strong organizational, prioritization, interpersonal and management skills Strong mathematical and analytical skills Excellent communication skills; both verbal and written Proficient with MS Office Suite Experience with CRM preferred (Salesforce and eMoney) Hours
In office: Monday-Friday, 8:30am-4:30pm Benefits
Health Insurance Life Insurance Short Term Disability 401k Commission available in addition to base pay Location
Cranberry Township, PA Employment type
Full-time Seniority level
Associate
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Service Advisor at Capital A Wealth Management, LLC – Cranberry Township, PA. Pay
Base pay range: $70,000.00/yr - $80,000.00/yr. Actual pay will be based on your skills and experience; talk with your recruiter to learn more. Responsibilities
Prepare, present, and implement customized financial plans Assist clients with annuities, life, long-term care, and managed money Provide financial planning advice to include investment, insurance, and retirement Develop, manage, and retain strong client relationships Assist main Advisor with meeting individual and team goals Qualifications
Strong initiative Ability to market to local clients Persistence An entrepreneurial perspective to build client base 1+ years of financial service experience required Series 65 and Life and Health required Strong organizational, prioritization, interpersonal and management skills Strong mathematical and analytical skills Excellent communication skills; both verbal and written Proficient with MS Office Suite Experience with CRM preferred (Salesforce and eMoney) Hours
In office: Monday-Friday, 8:30am-4:30pm Benefits
Health Insurance Life Insurance Short Term Disability 401k Commission available in addition to base pay Location
Cranberry Township, PA Employment type
Full-time Seniority level
Associate
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