About this role
Wealth Advisor - Cambria County at Employer. Location: Johnstown, Pennsylvania, United States. Role: Develop client solutions, Determine client goals, Identify sales opportunities Requirements: 3+ years in financial services; CFP/CTFA/CPA/JD preferred but not required; strong relationship management and sales skills. Category: Finance and Accounting Seniority: Mid Level Tools: Microsoft Word, Microsoft Excel, Microsoft Access Certifications: cfp, ctfa, cpa, jd Commitment: Full Time Workplace: Onsite Languages: English