Financial Advisor Associate
Job in
Mars, Butler County, Pennsylvania, 16046, USA
Listed on 2026-07-01
Listing for:
Keystone Wealth Management
Full Time
position Listed on 2026-07-01
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales, Financial Services
Job Description & How to Apply Below
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
Position Requirements
10+ Years
work experience
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