Sr. Financial Advisor

Langan Financial Group•Camp Hill, PA

21d

About The Position

Langan Financial Group is hiring an experienced Senior Financial Advisor to lead retirement-planning relationships with individuals and families approaching or living in retirement in Central Pennsylvania. The independent, family-owned firm provides leads and prospective-client opportunities; candidates do not need to bring an existing book of business. The advisor will connect retirement income, investments, taxes, Social Security, retirement accounts, and estate considerations into clear next steps for clients. The role offers autonomy in managing work and client relationships, with a collaborative team available for ideas and support. The firm describes its work environment as fast-paced and engaging, and values initiative, open communication, and dependable follow-through.

Requirements

At least five years of direct, client-facing financial planning or advisory experience.
Demonstrated experience advising pre-retirees and retirees on retirement income and related planning decisions.
Strong financial planning knowledge and sound judgment.
Ability to build trust through education and follow-through.
A proactive, self-directed approach, strong organization, and ability to manage changing priorities in a fast-paced setting.
Clear written and verbal communication skills and a collaborative approach to working with clients and teammates.
Meet the licensing and registration requirements applicable to the position.

Nice To Haves

Seven or more years of relevant experience are preferred.
A recognized planning credential is preferred. CFP® certification or another relevant credential is welcome but not required.

Responsibilities

Lead meetings with clients and prospective clients, understand their goals, and explain options in plain language.
Develop and review plans covering retirement income, investment strategy, tax-aware planning, Social Security, and retirement accounts.
Help clients evaluate important decisions, identify practical next steps, and stay on track as their needs change.
Prepare for meetings, document recommendations and follow-up items, and respond to clients in a timely way.
Coordinate with financial planning, operations, and retirement plan colleagues to deliver a consistent client experience.
Follow firm policies, applicable regulatory requirements, and documentation and service standards.