Senior Investment Advisor

Company: Randstad US
Location: Lancaster
Posted on: March 23, 2020

Job Description:

job summary: Senior Investment Advisor - $150,000 to $185,000 plus bonus Outstanding opportunity to join a growing investment firm that is commutable from South Central Pennsylvania and parts of the Delaware Valley. This role is open based upon the recent promotion of the incumbent - who our firm placed in 2015. Our client seeks a detail oriented, well spoken and confident investment / wealth management professional with a strong breadth of financial planning experience. This role will manage some of our clients largest relationships and will require an experienced candidate capable of providing sophisticated wealth investment advice. This is NOT a sales role - rather a relationship management role that will demand an investment professional with outstanding presentation and communication skills. Bachelor's Degree with a CFP (Certified Financial Planner) designation is required. Candidate must have 15 years minimum experience working with a sophisticated, high net worth client base. MBA, CTFA and / or CFA are preferred but not required. Based on the volume of resumes we receive on a daily basis, our firm will only respond to local candidates who meet this criteria. E-mail adam.fisher@randstadusa.com -- location: Lancaster, Pennsylvania job type: Permanent salary: $150,000 - 185,000 per year work hours: 8 to 5 education: Bachelor's degree experience: 15 Years -- responsibilities: Our client seeks a detail oriented, well spoken and confident investment / wealth management professional with a strong breadth of financial planning experience. This role will manage some of our clients largest relationships and will require an experienced candidate capable of providing sophisticated wealth investment advice. This is NOT a sales role - rather a relationship management role that will demand an investment professional with outstanding presentation and communication skills. -- qualifications: Bachelor's Degree with a CFP (Certified Financial Planner) designation is required. Candidate must have 15 years minimum experience working with a sophisticated, high net worth client base. MBA, CTFA and / or CFA are preferred but not required. -- skills: Investment Management Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

Keywords: Randstad US, Lancaster , Senior Investment Advisor, Other , Lancaster, Pennsylvania