About this role
Wealth Advisor - Somerset County at Employer. Location: Somerset, Pennsylvania, United States. Role: Works with team, Determines goals, Identifies opportunities Requirements: 3+ years in financial services; CFP/CTFA/CPA/JD preferred but not required; strong communication and analytical skills. Category: Information Technology Seniority: Mid Level Tools: Microsoft Word, Microsoft Excel, Microsoft Access, Browser-based systems Certifications: cfp, ctfa, cpa, jd Commitment: Full Time Workplace: Onsite Languages: English