Financial Advisor

Bill Good Marketing•Lewisburg, PA

6h•$56,000 - $90,000•Hybrid

About The Position

Most advisor jobs reward you for chasing new assets. This one rewards you for taking care of people. If you want to do real financial planning work, build lasting client relationships, and grow inside an established firm without having to build a book from scratch, keep reading. Strong Tower Associates is a fee-based financial planning firm serving primarily retirees in Central Pennsylvania. We're a small, tight-knit team. We care deeply about our clients and about doing the job right. We're hiring an Associate Advisor to own a portion of our client relationships and grow with us long-term. You'll take primary ownership of a defined set of client relationships, handling their planning, communication, and service needs. You'll also support our lead advisor across the full client book. Day to day, that looks like:

Requirements

Series 65 license (active)
Experience in a client-facing financial services role
Comfortable using CRM systems and digital planning tools
Strong attention to detail and follow-through

Nice To Haves

3+ years in a financial planning or advisory support role
Experience with financial planning software (eMoney, MoneyGuidePro, or similar)
Background working with retirees or pre-retirees

Responsibilities

Managing ongoing client relationships, including quarterly meeting prep and follow-up
Handling portfolio rebalancing and identifying tax-loss harvesting opportunities
Keeping CRM records current with clear notes and action items
Following up on transfers, paperwork, and pending client items
Assisting with annuity reviews and prospect re-engagement
Participating in client events and educational workshops