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Licensed Financial Advisor

Smoker Wealth Management LLC is a comprehensive financial services firm committed to helping you improve your long-term financial success. Our customized programs are designed to grow and conserve your wealth by delivering an unprecedented level of personalized service. We are actively seeking a licensed Financial Advisor to support our growing client base, working from our offices in Leola, PA.
The Financial Advisor will fulfill responsibilities such as:
Providing comprehensive financial services to our clients to give them the peace of mind that comes with financial stability and security.
Researching the best products and investment strategies for our clients who fall into both low and high risk categories.
Updating, organizing, and maintaining client files
Handling incoming correspondence with clients to ensure that there is always someone within the division that can answer questions.
Working closely with our accountants, attorneys, and other sales staff to generate new clients for SWM
scheduling appointments with our existing SWM clients to keep them informed and keeping current with their needs to make sure they are being met
Visiting clients and potential clients at their locations across Lancaster County and surrounding areas.
Qualifications include:
Series 7 license required
Strong sales experience with a proven track record
Strong prospecting and closing skills
Solid background in financial services
Excellent customer service, sales and organization skills
Ability to travel locally
The ability to work in the United States immediately is required.
Smoker & Company is an EEO employer.


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