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Licensed Financial Advisor

Department: Smoker Wealth Management, LLC
Location: Leola, PA

Smoker Wealth Management LLC is a comprehensive financial services firm committed to helping you improve your long-term financial success. Our customized programs are designed to grow and conserve your wealth by delivering an unprecedented level of personalized service. We are actively seeking a licensed Financial Advisor to support our growing client base, working from our offices in Leola, PA.

The Financial Advisor will fulfill responsibilities such as:

  • Providing comprehensive financial services to our clients to give them the peace of mind that comes with financial stability and security.
  • Researching the best products and investment strategies for our clients who fall into both low and high risk categories.
  • Updating, organizing, and maintaining client files
  • Handling incoming correspondence with clients to ensure that there is always someone within the division that can answer questions.
  • Working closely with our accountants, attorneys, and other sales staff to generate new clients for SWM
  • scheduling appointments with our existing SWM clients to keep them informed and keeping current with their needs to make sure they are being met
  • Visiting clients and potential clients at their locations across Lancaster County and surrounding areas.

Qualifications include:

  • Series 7 license required
  • Strong sales experience with a proven track record
  • Strong prospecting and closing skills
  • Solid background in financial services
  • Excellent customer service, sales and organization skills
  • Ability to travel locally

The ability to work in the United States immediately is required.

Smoker & Company is an EEO employer.

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