Financial Advisor
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. What You'll Do 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: 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 What We're Looking For Must-haves: 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 have: 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 You don't need to bring a book of business. There's no cold calling. We're looking for someone who finds genuine satisfaction in serving clients well and wants to grow inside a firm that shares their values. Compensation and Benefits Salary: $56,000–$90,000 depending on experience, plus bonus potential $250/month health insurance stipend 24 days PTO per year plus all federal holidays Primary office: State College (with regular travel to Lewisburg satellite office) Flexible hours, roughly 8 AM–4 PM, with occasional evening events If your experience warrants a conversation outside that range, we're open to it. Where This Can Go This isn't a support role with a ceiling. As you build trust with clients and demonstrate your planning instincts, there's a clear path toward a lead advisor role. We're a small firm, which means the right person will have real influence on how we grow. How to Apply Submit your application with your resume. A short note about why this role interests you is welcome, but not required. We review applications as they come in and will reach out within a few business days if we'd like to connect.
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
Benefits
- $250/month health insurance stipend
- 24 days PTO per year plus all federal holidays
- Flexible hours, roughly 8 AM–4 PM, with occasional evening events
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
