Financial Advisor

GWH Advisors & Accountants provides a comprehensive range of accounting, tax, financial planning, and advisory services tailored to both individuals and businesses. Our multidisciplinary team leverages deep industry knowledge and innovative problem-solving to deliver personalized and integrated solutions. These services include financial planning, investment management, estate planning, and tax preparation. By emphasizing strategic thinking, GWH is committed to helping clients achieve their financial goals with confidence and precision.

GWH Advisors & Accountants provides a comprehensive range of accounting, tax, financial planning, and advisory services tailored to both individuals and businesses. Our multidisciplinary team leverages deep industry knowledge and innovative problem-solving to deliver personalized and integrated solutions. These services include financial planning, investment management, estate planning, and tax preparation. By emphasizing strategic thinking, GWH is committed to helping clients achieve their financial goals with confidence and precision.

This is a full-time hybrid role for a Financial Advisor located in Newtown, PA, with flexibility for occasional remote work. The Financial Advisor will assist clients in managing their financial goals by providing expert advice on financial planning, investment management, and retirement planning. Responsibilities include developing personalized financial strategies, analyzing investment opportunities, and guiding clients through estate and tax planning processes.

The role also involves maintaining client relationships and staying updated on market trends and financial regulations.

• Proficiency in Financial Planning, Retirement Planning, and Financial Advisory to design and execute personalized financial strategies.
• Strong understanding of Investments and Finance to analyze market trends and identify appropriate investment opportunities.
• Excellent interpersonal and communication skills to build and maintain relationships with clients.
• Knowledge of estate planning and tax preparation or planning processes is preferred.
• Certified Financial Planner (CFP) designation or equivalent certification is highly desirable.
• Ability to work independently and collaboratively in a hybrid work environment.
• Relevant bachelor's degree in finance, accounting, economics, or a related field; advanced degrees or additional certifications are a plus.