Financial Advisor

Bill Good Marketing • Wilmington, DE

45d • $96,000 - $110,000 • Hybrid

About The Position

Wheeler Financial is a growing wealth management firm in Wilmington, Delaware, seeking a Financial Advisor. This role is focused on supporting existing client relationships and involves deep client engagement, financial plan development, and portfolio management. The firm utilizes a values-based planning approach, emphasizing the 'why' behind financial decisions, and is led by Jay Wheeler, author of 'Unsurprised' and a proponent of behavioral finance. The team is small, collaborative, and client-focused. This position is seen as a crucial addition to support the firm's continued growth.

Requirements

• Active Series 7 and Series 66 (or equivalent) licenses.
• 7+ years of experience in financial services.
• Demonstrated ability to stay calm during market volatility.
• Exceptional detail orientation.
• Genuine interest in the work, the firm, and the team.
• Positive attitude.

Nice To Haves

• eMoney experience
• CFP or other professional credentials
• Background at Fidelity, Vanguard, or a similar firm
• Familiarity with Raymond James systems

Responsibilities

• Work directly alongside Jay Wheeler as the primary support advisor across all client relationships.
• Sit in on client meetings and take detailed notes, documenting the reasoning behind planning decisions.
• Build, enter, and review financial plans in eMoney, ensuring accuracy and consistency.
• Serve as a second reviewer for all financial plans.
• Participate in the Investment Management Committee from day one, contributing a portfolio management perspective and engaging in respectful debate.
• Over time, manage some client relationships.
• Support annual strategy meeting preparation, client follow-ups, and pre-meeting data confirmation.
• Serve as backup for trade execution, including rebalancing and cash management requests.

Benefits

• Base salary: $96,000 – $110,000 (depending on experience)
• Performance bonus: team-based, paid quarterly and annually (eligible after 90-day probationary period)
• 10 floating remote days per year
• Paid time off
• Flexible lunch policy
• Investment Management Committee participation from day one, with the opportunity to eventually lead it
• Direct mentorship from Jay Wheeler in a behavioral finance practice
• A clear path to managing meaningful client relationships

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed