Financial Advisor

Bill Good Marketing•State College, PA

32d•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.

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

Take primary ownership of a defined set of client relationships, handling their planning, communication, and service needs.
Support the lead advisor across the full client book.
Manage ongoing client relationships, including quarterly meeting prep and follow-up.
Handle portfolio rebalancing and identify tax-loss harvesting opportunities.
Keep CRM records current with clear notes and action items.
Follow up on transfers, paperwork, and pending client items.
Assist with annuity reviews and prospect re-engagement.
Participate in client events and educational workshops.