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YTS Wealth Management · Export, Pennsylvania
About YTS Wealth Management
YTS Wealth Management is a rapidly growing wealth management firm built on a foundation of exceptional client service, long-term relationships, and a collaborative team culture. Our firm provides comprehensive wealth management solutions including investment management, retirement planning, tax-efficient strategies, insurance, and estate planning guidance.
Greet clients during in person meetings and answer client incoming calls.
Manage document handling through scanning, emailing, faxing, and e-filing.
Perform data entry with accuracy and attention to detail.
Facilitate the opening of new accounts and associated processes.
Process and address account service requests promptly and efficiently.
Answer client phone calls and provide professional support as needed.
Utilize Microsoft Office Suite, WealthBox CRM, and Monday.com for daily tasks and project management.
Travel periodically to new office locations to support development initiatives.
Serve as a primary point of contact for onboarding new Financial Advisors during M&A projects.
Represent our core values.
Strong ability to multitask in a dynamic environment.
Effective time management to ensure deadlines are met.
Self-motivated with a proactive approach to tasks.
Uphold professionalism and a consistently positive attitude.
Quick-thinking and resourceful in solving problems.
Physical
Prolonged periods of sitting, computer use, and phone communication
Ability to attend in-person meetings and events
Occasional lifting of light materials up to 20 pounds
Ability to communicate effectively in both in-person and virtual environments
Compensation &
Compensation
Salary Range:
$60,000 – $65,000 (commensurate with experience)
Benefits & Perks
Growth and leadership development opportunities
13 paid company holidays
2 paid sick days
Flexible scheduling for personal appointments
Travel expense reimbursement
10 days of Paid Time Off
401(k) with dollar-for-dollar match up to 4%
Medical, Dental, Vision insurance
Health Reimbursement Arrangement (HRA)
Life Insurance
New Year's Day
Martin Luther King, Jr. Day
Presidents' Day
Good Friday
Memorial Day
Juneteenth
Independence Day
Labor Day
Thanksgiving Day
Day After Thanksgiving
Christmas Eve
Christmas Day
New Year's Eve
Schedule & Work Environment
Monday–Friday (Daylight hours)
Occasional evenings/weekends for client events and networking
Equal Employment Opportunity:
We are an equal opportunity employer and do not discriminate based on race, color, religion, sex, national origin, disability, or age.
At-Will Employment:
Employment at YTS Wealth Management is at-will. Either party may terminate employment at any time with or without cause or notice, unless law specifies otherwise.
Background/Drug Screening:
Employment is contingent upon successful completion of a drug test, state background check, and federal fingerprinting.
Disclaimer:
This job description is not intended to be all inclusive. Additional duties may be assigned as needed.
Job Type: Full-time
Details
| Company | YTS Wealth Management |
| Location | Export, Pennsylvania |
| Type | FULL TIME |
| Niche | Full-time |
| Salary | $60,000 – $60,000 / yr |