Financial Advisor

Job overview

The Financial Advisor role is onsite in Wilmington, DE, with a stated base salary of $96,000–$110,000 per year. The advisor works directly with the firm president and supports client relationships at Wheeler Financial, a wealth management firm using values-based planning. The role exists to provide planning and investment support to clients without a primary focus on prospecting. Accurate financial plans, thoughtful client meeting support, and participation in investment discussions contribute to client outcomes and the firm’s service model.

What you'll do

• Attend client meetings and document planning decisions
• build, enter, and review financial plans in eMoney
• review plans for accuracy
• participate in the Investment Management Committee
• support annual strategy meeting preparation, client follow-ups, and pre-meeting data confirmation
• provide backup for trade execution, rebalancing, and cash management
• manage some client relationships over time.

What we're looking for

Skills & competencies

financial advisor

wilmington de

wheeler financial

$96k–$110k

wealth management

values-based planning

financial plans

client meetings

investment management committee

series 7

series 66

emoney

performance bonus

paid time off

Work arrangement

• Weekend coverage required

Benefits & perks

• Team-based performance bonus after a 90-day probationary period, 10 floating remote days per year, paid time off, direct mentorship, and a path to managing client relationships.
• Employer-sponsored health insurance is not offered.

Why this role

Active Series 7 and Series 66 licenses, or equivalent, are required; the role requires at least seven years of financial-services experience.

About the employer

Bill Good Marketing is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.