Financial Advisor

Bill Good Marketing • Wilmington, DE

7d • Hybrid

About The Position

Wheeler Financial is a growing wealth management firm in Wilmington, Delaware, seeking a Financial Advisor. This role focuses on supporting clients and building financial plans, rather than prospecting for new business. The firm utilizes values-based planning, emphasizing the 'why' behind financial decisions. The team is small, tight-knit, and client-focused. This position is crucial for the firm's continued growth.

Requirements

• Active Series 7 and Series 66 (or equivalent) licenses.
• 7+ years of experience in financial services.
• Experience navigating market cycles and maintaining composure during client anxiety.
• Exceptional detail orientation, with the ability to identify discrepancies in plans.
• Genuine interest in the work, the firm, and the team.
• A 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, contributing a portfolio management perspective.
• 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