We are seeking an experienced, highly motivated and results-driven Wealth Advisor to join our team to manage client relationships, and drive firm growth through exceptional client service, and thoughtful business development.

As a Wealth Advisor, you will play a key role in driving growth and the success of our company by generating new business opportunities and qualifying leads to help to keep expanding and providing our services to clients in need. This salaried role is ideal for an advisor who thrives in a collaborative, planning-driven environment and is motivated by deepening existing relationships while attracting new clients to the firm. This candidate will be focused and have strong communication skills. The candidate should be able to think critically when making plans and have a demonstrated ability to execute a particular strategy.

Primary Responsibilities:

Client Relationship Management

• Serve as the lead advisor for a defined group of client households, acting as the primary point of contact.
• Build and maintain solid relationships with clients, understanding their financial goals, risk tolerance and investment preferences.
• Develop new relationships in an effort to grow business and help the company expand
  

Business Development & Growth

• Deepen existing client relationships by identifying and implementing additional planning and investment opportunities.
• Drive new client acquisition through personal and professional networking, referrals, and centers of influence (COIs).
• Represent the firm at client events, community engagements, and professional associations to expand visibility and reach.

Primary Tasks:

• Organize client meetings to discuss financial goals, risk tolerance and investment preferences.
• Develop personalized wealth management strategies, including investment planning, portfolio allocation and retirement planning.
• Monitor and review clients' financial progress regularly, ensuring alignment with their objectives and making adjustments.
• Conduct in-depth research and analysis of investments, tax laws, and other financial matters to provide informed advice.
• Evaluate investment opportunities, considering factors like risk, return potential and liquidity.
• Provide ongoing financial advice and guidance to clients, keeping them informed about market trends, investment opportunities, and potential risks.
• Create detailed financial plans, including cash flow projections, retirement planning, and tax optimization strategies.

Must-Have Skills and Experience::

• BA bachelor's degree in finance, economics, business administration or a related field.
• 3-5 years of experience as a wealth manager or financial advisor in an RIA or fiduciary setting, including knowledge of developing and implementing financial plans and managing investments.
• Understanding of financial markets, investment products, and wealth management principles.
• Proficiency in financial analysis tools, portfolio management software, CRM systems and MS Office suite.
• Demonstrated success in both client relationship management and new business development.

Nice-to-Have Skills, Experience, and Education:

• Excellent interpersonal skills and the ability to build trust and rapport with clients.
• Strong analytical and problem-solving abilities with quick decision-making and a results-oriented mindset
• Strong organizational, oral, written communication, and customer service skills.
• Ability to organize and prioritize work independently with minimal supervision.
• Proven knowledge and execution of successful development strategies.
• Proven experience in sales, business development, or customer-facing roles.
• Excellent communication and interpersonal skills, with the ability to build rapport and engage effectively with diverse audiences.
• Strong prospecting and lead generation skills, with the ability to identify and qualify potential customers.
• Self-motivated and target-oriented mindset, with a drive to exceed goals and deliver results.
• Demonstrated ability to work collaboratively in a team-oriented environment.
• Adaptability and resilience in a fast-paced, dynamic work environment.
• Entrepreneurial mindset with the ability to build trust and credibility with clients and peers.

Job Description:

Company Overview:

Continental Tide Defense Systems Inc. (Continental Tide) is headquartered in Reading, PA with additional locations in Philadelphia; San Diego, CA; Bremerton, WA and Norfolk, VA. We specialize in providing engineering and industrial services to the US Navy, Coast Guard, Military Sealift Command, and other Department of Defense Organizations. At Continental Tide, we understand that a great company culture is one where employees know their voice is heard, no matter what their title is, and letting them grow in their role as the company does. We want to provide our employees with the opportunity to learn, be challenged and be in a position where they can succeed, develop new skills, and do things they wouldn't have the opportunity to do elsewhere. Our fast-paced and challenging environment, employees here at Continental Tide can catapult themselves to the top and we're looking for 'the best at what they do' to join our team and help us grow in new ways. Strong attention to detail is essential as you will be fully engaged from the first day. We are always looking for top-talent and we look forward to new-thinkers and team-players joining our company! We offer competitive wages in salaried and hourly positions, educational opportunities, competitive employee benefit options, and a 401(k)-retirement plan with company match.

Continental Tide is searching for skilled Marine Electricians III for our Fleet Services for our Fleet Services in Norfolk, VA. The successful candidate will join our Fleet Services Group performing various ship repairs, modernization and Alteration Installation Team (AIT) projects.

Essential duties & responsibilities include, but are not limited to the following:

• Inspecting, repairing, installing, modifying, and maintaining electrical/electronic systems, circuits and equipment.
• Perform on-site field service for system grooms and checkouts, minor repairs and system configuration validation.
• Setting up, checking, and correcting operational and experimental electrical machinery, circuitry, and equipment while adhering to pre-established guidelines and engineering specifications
• Assembles multi-pin connectors and fiber optic connections.
• Constructing components, subunits, or simple models or adapting standard equipment and troubleshoots and corrects malfunctions.
• Performing component and/or system troubleshooting to diagnose the problem and provide most cost effective recommendation for completing repairs. Perform and/or verify mechanical alignments. Perform on-site field service for system grooms and checkouts, minor repairs and system configuration validation.
• Read, interpret, and understand simple schematics and blueprints.
• Inspects and tests electrical systems and equipment to locate and diagnose malfunctions, using visual inspections, testing devices
• Extracts and compiles a variety of engineering data from field notes, manuals, lab reports, etc.; processes data, identifying errors or inconsistencies; selects methods of data presentation.
• Conducting various tests or experiments which may require minor modifications in test setups or procedures as well as subjective judgments in measurement; selects, sets up, and operates standard test equipment and records test data.
• Follow specific layout and scientific diagrams to construct and package simple devices and subunits of equipment.

Experience and Skills:

Requirements include:

• *******Must be Copper Connector Certified & possess fiber optic experience*******
• Technical expertise with power generation and transmission equipment, motorized valve actuators, Programmable Logic Controllers (PLCs), fiber optics and integrated network system experience
• Possess a minimum of seven (7) years of practical shipboard experience with HM&E systems and equipment.
• Possess possess NAVSEA Cableway and Connectorization Certifications.
• Candidates must possess a high school diploma, GED or industrial school certificate.
• Setting up, checking, and correcting operational and experimental electrical machinery, circuitry, and equipment while adhering to pre-established guidelines and engineering specifications.
• Will read, interpret, and understand simple schematics and blueprints.
• Repair and replace cables and connectors.
• Work involves participating in the installation and maintenance of AC and DC generators, switchboards, distribution panels, lighting, and alarm circuits.
• Applicant must be familiar with NAVSEA, standard concepts, practices, and procedures within the field of electrical repair, fabrication, and installation.
• Must have or have the ability to obtain a SECRET clearance and must be able to obtain DBIDS and be able to access local shipyards and US Navy bases.
• Must possess basic hand tools.
• Candidate must be able to walk, stand for long periods of time, sit, bend, stretch, reach, squat and twist
• Must be able to lift, carry and transport heavy equipment and boxes. The exact weight requirements will be determined by the specific job, but no less than 30 lbs.
• Able to work on and climb ladders, work in extreme temperature environments, aboard ships, in shipyards, under industrial conditions and in confined spaces.
• Able to perform other duties as required which may involve high heat, humidity, noise and dirty conditions, working aloft or over the sides of vessels.
• May ride ships at sea for extended periods.
• May require wearing a respirator.
• Travel may be required within and outside of the continental United States.

Preferred qualifications:

• Certified in 'Multi-pin' Connectors IAW MIL-STD-20035A (SA)*
• Certified in Fiber Optic: CFOS/O, CFOS/C, CFOS/S, CFOS/T, CFOS/FC*
• Minimum of 7 years' experience as a Marine Electrician with 3 or more years of previous supervisory responsibilities*
• Experience with maintaining budgets and material Responsible for the maintenance and repair of electrical and electro-mechanical systems of ferries, dredges, and military vessels
• Must be familiar with NAVSEA Standard Item requirements
• Currently certified to accomplish wire way inspections in accordance with NAVSEA Standard Items
• Microsoft Office knowledge is a plus
• Identify and make recommendation to shop superintendent regarding problem areas in contract work items
• Overhaul A.C. & D.C systems. Power generation, distribution and users
• Laying out of wire ways
• Pulling and splicing wires
• Circuit Labeling
• Installation and hook up of lighting fixtures
• Circuit testing and troubleshooting
• Writing simple purchase requisitions for purchase department
• Instructing helpers, apprentices, or less skillful electricians
• Take and record motor and generator thrust, clearance, and alignment measures
• Ability to identify materials and parts required for job performance
• Selection of substitute electrical components
• Ability to foresee problems, write reports and give suggestions for solving those issues

Physical Requirements:

• Exposure to open-air environments, including noisy, hot, and cold conditions.
• Required to visit project sites aboard ships and rigs, both onshore and offshore.
• Must wear various types of personal protective equipment (PPE), such as hearing, eye, head, and hand protection, as required.
• Site visits may involve standing on a variety of surfaces and angles, bending, crouching, and climbing over obstructions such as scaffolding, ladders, and internal barge or boat structural components.
• Exposure to sound levels exceeding 100 decibels.
• Must possess sufficient visual acuity, peripheral vision, depth perception, and night vision to inspect marine components and systems, identify defects or irregularities, and safely operate tools and equipment.
• May work in confined spaces with limited ventilation.
• Requires prolonged periods of sedentary work, including sitting and/or standing.
• May be required to operate machinery, power tools, and/or heavy equipment.
• Must be able to communicate effectively to exchange and comprehend information.
• Frequent exposure to extreme weather conditions, including high heat and extreme cold.
• Must be able to lift and carry 30 lbs. or more, depending on the task requirements.

Additional Information:

Job Level: Mid Career (2+ years)

Years of Experience: More than 5 Years

Salary: 29.31 to 43.97

Apply Type*: Resume

Budgeted Position*: Yes

FLSA Status*: Non Exempt

Job Code*: ELEC 2

Addition or Replacement*: Addition

Job Level: Advanced

Job Type: Full-Time/Regular

US Citizenship Required for this Position: Yes

Clearance Type: Secret

Number of Openings: 3

Level of Education: High School/GED

Starting Date: ASAP