Financial Advisor

Bill Good MarketingLewisburg, PA
2d$56,000 - $90,000Hybrid

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.

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

  • 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: Lewisburg (with regular travel to State College 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.
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