Financial Advisor

Bill Good Marketing • Wilmington, DE

46d • Hybrid

About The Position

Wheeler Financial is a growing, second-generation wealth management firm in Wilmington, Delaware, seeking a Financial Advisor. This role focuses on directly helping clients make smart financial decisions using values-based planning, rather than chasing new business. The firm emphasizes a culture of mutual support, hard work, and client-first service. The position is crucial for the firm's continued growth and operational success.

Requirements

• Active Series 7 and Series 66 (or equivalent)
• 7+ years of experience in financial services
• Detail-oriented
• Genuine interest in the work, the firm, and the team
• Positive attitude

Nice To Haves

• eMoney experience
• CFP or other professional credentials
• Experience at Fidelity, Vanguard, or a similar firm
• Familiarity with Raymond James systems and processes

Responsibilities

• Sit in on client meetings and take detailed notes, including documenting the reasoning behind planning decisions (not just the what, but the why)
• Build, enter, and review financial plans in eMoney, ensuring accuracy and consistency across all client data
• Serve as a second set of eyes on every plan
• Participate in the Investment Management Committee from day one, bringing a portfolio management perspective and challenging ideas through productive, respectful debate
• Over time, manage some client relationships
• Support annual strategy meeting prep, 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
• 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