About this opportunity
Valley National Group Inc lists this Financial Advisor opportunity in bethlehem, Pennsylvania. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Join a Team Invested in Your Growth
nValley National Financial Advisors is seeking an ambitious Financial Advisor with 3-5 years of advisory experience who is ready to take the next step in their career.
nThis is an outstanding opportunity for an advisor who enjoys working with clients and wants to grow within an established, collaborative wealth management firm. Rather than being expected to build a business entirely on your own, you will work directly alongside one of our senior advisors, gaining valuable mentorship, exposure to complex planning situations, and opportunities to participate in business development initiatives.
nIf you're looking for a firm that invests in your professional development, values teamwork, and offers a clear path toward becoming a lead advisor, we'd like to meet you.
nWhat You'll Do
nClient Relationship Support
nnAttend client meetings alongside senior advisors.
nParticipate in financial planning, investment review, and wealth management discussions.
nHelp prepare and deliver customized financial planning recommendations.
nAssist with ongoing relationship management and client service initiatives.
nCoordinate with client service and operations teams to ensure an exceptional client experience.
n nFinancial Planning & Wealth Management
nnPrepare financial plans and planning analyses.
nConduct investment and portfolio research.
nAssist with retirement, tax, insurance, and estate planning strategies.
nSupport implementation and ongoing monitoring of client recommendations.
nMaintain accurate client records and planning documentation.
n nBusiness Development
nnPartner with senior advisors on prospect opportunities and client acquisition efforts.
nParticipate in networking events, community engagement activities, and professional associations.
nHelp cultivate referral relationships with clients and centers of influence.
nAssist in managing the sales pipeline and follow-up process with prospective clients.
nContribute to firm growth initiatives and new business opportunities.
n nProfessional Development
nnReceive ongoing mentoring and coaching from experienced advisors.
nExpand your expertise in financial planning, investment management, and practice development.
nPursue advanced industry credentials and continuing education opportunities.
nDevelop the skills necessary to progress into a lead advisor role.
n nWhat We're Looking For
nRequired Qualifications
nnBachelor's degree in Finance, Business, Financial Planning, Economics, or related field.
n3-5 years of experience in wealth management, financial planning, or investment advisory services.
nActive Series 65 registration or equivalent licensing.
nStrong understanding of financial planning and investment concepts.
nExcellent communication and relationship-building skills.
nStrong analytical and organizational abilities.
nHigh level of professionalism, integrity, and client focus.
n nPreferred Qualifications
nnCFP® designation or active pursuit of CFP® certification.
nExperience working with high-net-worth individuals and families.
nFamiliarity with financial planning and CRM software.
nExisting professional network within the Lehigh Valley region.
n nThe Ideal Candidate
nYou are:
nnMotivated to grow your advisory career.
nInterested in learning from experienced advisors.
nComfortable building and maintaining professional relationships.
nPassionate about helping clients achieve their financial goals.
nLooking for a long-term home where your contributions are valued and your career path is clear.
nExcited to participate in both client service and business development activities.
n nWhy Valley National Financial Advisors?
nAt VNFA, we believe great advisors are developed through mentorship, collaboration, and opportunity. We provide the resources, support, and leadership access needed to help talented professionals advance their careers while delivering exceptional service to our clients.
nWhether your goal is to become a lead advisor, build a significant client base, or expand your expertise as a financial professional, we offer the environment and support to help you succeed.
nReady to take the next step in your advisory career? Apply today and discover what your future can look like at Valley National.
Worksite address
bethlehem, PA, 18020, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.