Financial Advisor

Bill Good Marketing•Lewisburg, PA

1d•Onsite

About The Position

Are you a licensed advisor who thrives on building meaningful client relationships—not chasing quotas? Do you enjoy financial planning, value working as part of a team, and want to make a lasting impact without the stress of building a firm from scratch? If so, this may be the opportunity you’ve been looking for. At Strong Tower Associates, we help our clients—primarily retirees—navigate their financial lives with confidence, empathy, and clarity. We’re a small, collaborative team looking for an Associate Advisor who shares our values and is ready to take ownership of client relationships, support the lead advisor, and grow with the firm. What You’ll Do As our Associate Advisor, your primary responsibility will be managing relationships and financial planning for a broad group of loyal clients where your work will be critical to their experience and the overall success of the firm. You’ll also help support planning needs for all clients. You’ll have the opportunity to take on meaningful projects while working in a values-driven environment that prioritizes relationships over transactions. Why This Role Matters This position is central to our firm’s mission. By taking care of our clients with excellence and attention, you’ll allow our lead advisor to focus on strategic growth and high-value relationships—while also laying the groundwork to one day step into a lead advisor role yourself (if that is what you’re looking to accomplish). This isn’t just a stepping-stone job. It’s a long-term opportunity to build something meaningful, without going it alone.

Requirements

Licensed with a Series 65 (required)
Ideally has 3–5 years of experience in financial services
Tech-savvy and comfortable using CRMs, planning tools, and digital workflows
A clear communicator, detail-oriented, and thoughtful in how they show up for clients
Grounded on the service side of financial advising and thrives in a team environment
Thrives in a team-oriented culture where respect, clear communication, and professionalism are essential to serving clients well.

Responsibilities

Following up on transfers, signatures, and client paperwork
Rebalancing portfolios and identifying tax-loss harvesting opportunities
Managing and updating our CRM with clear notes and next steps
Preparing for quarterly meetings and supporting the lead advisor with planning
Re-engaging prospects and assisting with annuity reviews (if licensed)
Participating in client events and educational workshops
Doing annual reviews with clients
Meeting with clients and fielding their questions

Benefits

Competitive salary based on experience
Bonus structure (to be finalized)
$250/month health insurance stipend
24 days of PTO per year (2 days/month), plus all federal holidays
In-office role based in Lewisburg with some need to travel to State College to our satellite office.
Flexible market-based hours (roughly 8 AM – 4 PM), with some evening event participation

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