Financial Advisor

Bill Good Marketing • Wilmington, DE

47d • 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 providing direct client support and financial planning rather than new business development. The firm utilizes a values-based planning approach, emphasizing behavioral finance and client education. The culture is team-oriented, with a focus on client care and mutual support. The ideal candidate will work directly with the president, Jay Wheeler, as a primary support advisor, deeply involved in client relationships and financial planning outcomes.

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 nervousness.
• Exceptional detail orientation, with the ability to identify discrepancies in financial plans.
• Genuine interest in the work, the firm, and the team.
• A 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.
• 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 and engaging in respectful debate.
• 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