Wealth Manager

Job Description

Job Description

Salary :

Partner Firm Opportunity

Title : Wealth Manager Associate

Firm : Haas Financial Group (A GVA Partner Firm)

Location : Kutztown, PA

Type : Full-Time

Introduction :

Our firm is ready to expand our team! We are currently in search of a Wealth Manager Associate to help in financial plan development for new clients and to take the lead on servicing several long-standing client relationships. As a growing financial advisory business, we are looking for a seasoned candidate ready to jump into this role with both feet! If you think this job could be for you, please send an email info@haasfinancialgroup.com with your resume and a short video introducing yourself, describing what makes you the best we can hire and why you would like to join our team. We want someone ready to embrace our small, community-based firm, who takes pride and ownership over their tasks and loves helping people.

About Us :

Haas Financial Group is an RIA-only wealth management firm guiding clients through a well-defined and repeatable financial planning process, with the ability to coordinate the services of all specialized financial professionals in our clients lives including estate planners, legal, and tax advisors with investment management services. We focus on behavioral finance and the human side of our client relationships with a mission to align our clients values, vision, and wealth. Learn more about us and who we serve at www.haasfinancialgroup.com

Professional Values :

• Building and cultivating personal relationships
• Achieving impactful outcomes for others and themself by being persistent, determined, and accountable
• A coachable, intellectually curious, lifelong learner

Personal Values :

Qualifications and Critical Skills

Job Responsibilities :

Investment Advice offered through Great Valley Advisor Group, a Registered Investment Advisor. Great Valley Advisor Group and Haas Financial Investment Advice offered through Great Valley Advisor Group, a Registered Investment Advisor. Great Valley Advisor Group and Haas Financial Group are separate entities. This is not intended to be used as tax or legal advice. Please consult a tax or legal professional for specific information and advice. are separate entities. This is not intended to be used as tax or legal advice. Please consult a tax or legal professional for specific information and advice.

Our Hiring Process :

Terms of Employment :

Revenue-linked bonus from the accounts that will be assigned to your Rep ID once you begin to independently service certain clients. This will begin after your first six months with us, and additional accounts will be added over time as new clients join the firm, and as you are able to begin leading other long-standing client relationships. This bonus is paid quarterly. NOTE : If you have a client-base you already serve and wish to bring them to Haas Financial Group to continue servicing, we will discuss how to best navigate that situation, as it is our intent for you to have the capacity to begin servicing several of our existing clients within the first 6-months of joining us, and many new relationships as we grow.

Our Thought on Who Should Apply :

Anyone who loves serving others and is genuinely interested in growing as a person and a planner. Someone who enjoys a mix of working independently and being part of a team, who takes great pride in helping others, and has a great personality and sense of humor. You should have a passion for the human side of financial planning relationships, where empathy, compassion and clear communication help forge positive, long-lasting relationships.

Location :

We are located in Kutztown, PA and this is a hybrid position. Face to face interaction is important for working as a team and for some of our clients. However, our process and use of technology at all stages of our relationships make us fully functional for a remote working environment. The expectation will be to utilize our joint office space no less than as necessary for clients, while having flexibility to work remotely as well based on your personal situation. As a company we value work-life balance as long as our clients are served, and our work is completed in a timely manner.