Job Board: Postings and Opportunities

On this page, you will find job opportunities that our chapter members have available. If you are interested in listing a post on this site, please email your description and contact information to: fpacentralpa@gmail.com. Once it is screened and approved, it will be posted for members and guests to view.

POSITION SUMMARY

POSITION: Investment Consultant

Conrad Siegel Investment Advisors, Inc. is searching for an experienced and energetic individual to join our investment advisory team. This position is responsible for providing financial consulting and ongoing investment advisory services to high net worth individuals, endowments and foundations. This includes developing and marketing financial planning and investment advisory services.

RESPONSIBILITIES:

 Market investment advisory and financial planning services to clients and prospects.

 Network and build an investment advisory and financial planning business.

 Maintain a system to monitor the investment goals and objectives of each client.

 Conduct meetings and investment seminars.

 Monitor client investments.

 Provide advice to client in the selection of investment instruments.

QUALIFICATIONS:

Qualified candidates must have a minimum of 2 years of experience in investments and financial planning and must have an understanding and appreciation of the efficient market theory. CFP or equivalent designation is required. Position is located in Harrisburg office with occasional travel. Individual should possess strong connection to the community with an established network.

Must be able to work independently but also as part of team. Strong marketing, sales, and communication skills are required. Strong math, analytical skills, and spreadsheet skills are also required.


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