JOB DESCRIPTION We are looking to hire someone who can become a successful financial advisor at Stonecrop Wealth Advisors.&nbsp;This position does not require any specific level of financial planning acumen, but it does anticipate some general knowledge and aptitude for financial and investment concepts. What does a financial advisor at Stonecrop Wealth Advisors do?&nbsp;First and foremost, it will be your responsibility to create new relationships which will turn into clients of the firm.&nbsp;We have a robust and repeatable process that creates significant value to individuals, families and non-profit institutions who wish to identify and connect their mission and/or purpose to the use of their financial resources, and to then manage and deploy those resources wisely and in a manner that allows the clients to experience increased prosperity.&nbsp;We create financial plans, help clients successfully execute their plans, and professionally manage investment portfolios.&nbsp;We want to do this for more clients, and so we want to hire people who will learn and absorb what we do, develop a passion for wanting others to learn about it, constantly meet new people, introduce people to our process, and eventually become proficient enough to be the lead financial advisor for those relationships.&nbsp; As a financial advisor, it will be your responsibility to make sure your clients’ needs are being cared for, and that their plans are being successfully executed, and that their lives are being significantly impacted by their relationship with both you and Stonecrop’s services. As you grow in your knowledge, experience, and expertise as a financial advisor, you will take more direct responsibility for providing clients with sound advice regarding their financial planning and investments. STONECROP WEALTH ADVISORS MISSION, VISION, AND VIRTUES Mission We seek to honor God by helping clients see the objective, find the path, and navigate past the obstacles to a more prosperous future. Vision Stonecrop Wealth Advisors will improve the financial, emotional, and spiritual health of the Greater Philadelphia area, and beyond, through life-enhancing financial planning services and leading our industry in the use of faith-based investment management. Virtues <ul><li>Servanthood</li><li>Curiosity</li><li>Calmness</li><li>Courage</li><li>Humor</li></ul> Financial Advisor Traits and Requirements We are looking for someone who: <ul><li>Loves to serve and help people, and is comfortable with the concept of putting others interests ahead of their own.</li><li>Loves to proactively meet new people, listen attentively to who they are, and develop relationships.</li><li>Is intellectually curious, who reads books, listens to podcasts, and enjoys engaging in serious conversation about big ideas.</li><li>Does not take themself too seriously and has a good sense of humor.</li><li>Is generous.</li><li>Is perfectly comfortable with a client conversation that veers from the professional to the personal, towards politics or towards religion and eternity.</li><li>Has non-professional interests, activities or hobbies that allow them to engage in interesting conversations.</li><li>Has the courage to communicate with clients and with their co-workers with honesty and, when appropriate, with vulnerability.</li><li>Can learn the mission and vision of Stonecrop Wealth Advisors, learn our processes and standard operating procedures, observe the value Stonecrop provides to clients, and clearly communicate those concepts to prospective clients.</li><li>Is willing to learn, grow, and aspire for various certifications in the future to better themselves.</li></ul>

Financial Advisor

Stonecrop Wealth Advisors
West Chester, PA

Job Summary

Additional Details

Financial Advisor

Stonecrop Wealth AdvisorsWest Chester, PA

Job Summary

Additional Details

Stonecrop Wealth Advisors
West Chester, PA