Associate Advisor

Rowley Financial; Lancaster (Lancaster County); On-site; USD 50,000 - 70,000; Full time

Job summary

Rowley Financial in Lancaster, PA is seeking an Associate Advisor to join our growing, client-focused team, offering mentorship and professional development.

You will work with experienced professionals, developing expertise in financial planning, investment management, and client relationship management, while supporting client meetings.

The role emphasizes delivering exceptional service to help clients pursue their financial goals and build lasting relationships based on trust.

Qualifications

• Bachelor's degree in finance, business, accounting, or a related field.
• At least 2 years in a customer-service role; open to recent graduates.
• Proficiency with Microsoft knowledge and digital platforms and tools.
• Foundational interest in Wealth Management or financial principles.
• Superior written and verbal communication skills.
• Active community involvement is highly preferred.

Responsibilities

• Support client meetings and deliver exceptional service to help clients pursue financial goals.
• Prepare financial analyses and recommendations as part of the advisory team.
• Develop expertise in financial planning and investment management.

Skills

Communication skills

Microsoft Office

Digital platforms

Relationship focus

Education

Bachelor's degree in finance, business, accounting, or related field

Job description

Rowley Financial, Lancaster, PA, is an independent financial advisory firm dedicated to helping individuals and families build, manage, and protect their financial futures. The firm provides comprehensive financial planning, investment management, retirement planning, and insurance solutions, taking a personalized approach to each client's unique goals and circumstances. As an independent, client-focused organization, team members have the opportunity to provide individualized service, collaborate closely with clients, and contribute to a culture centered on trust, integrity, and helping others achieve financial confidence and peace of mind.

Rowley Financial is seeking an Associate Advisor to join our growing team. The Associate Advisor will work alongside experienced financial professionals, developing expertise in financial planning, investment management, and client relationship management. Additionally, this position will support client meetings, prepare financial analyses and recommendations, and deliver exceptional service that helps clients pursue their financial goals. The ideal candidate is relationship-oriented, eager to learn, and passionate about helping others achieve financial confidence. Success in this role requires a genuine desire to build meaningful, long-term client relationships and make a lasting impact on the lives of individuals and families.

Associate Advisor Position Qualifications:

• Bachelor's degree in finance, business, accounting, or a related field
• A minimum of 2 years of experience in a customer-service related role; Open to recent college graduates
• Proficiency with Microsoft knowledge and digital platforms and tools
• Foundational interest with Wealth Management or financial principles
• Superior written and verbal communication skills
• Active community involvement is highly preferred