Associate Advisor

North Group; Mount Joy (Lancaster County); On-site; USD 55,000 - 85,000; Full time

Job summary

Stewardship Advisors, LLC in Mount Joy, PA is seeking a detail-oriented Associate Advisor. This role focuses on supporting client-centered financial planning and investment management. The ideal candidate will have a finance-related degree, CFP certification or in progress, and at least 2 years of experience in the financial advisory field.

As an Associate Advisor, you will work closely with Lead Advisors, manage client relationships, and assist in developing personalized financial plans. Opportunities for professional growth and long-term advancement are available within this values-driven firm.

Qualifications

• Bachelor’s degree in finance or related field is required.
• Proficiency with technology and financial planning tools preferred.
• Minimum of 2 years of experience in financial advisory roles.

Responsibilities

• Support Lead Advisors in client meetings and financial planning.
• Coordinate client follow-up and collaborate with team members.
• Assist in developing and implementing financial plans.

Skills

Financial planning software proficiency

Excellent communication skills

Client relationship building

Education

Bachelor’s degree in finance, economics, business, financial planning or related field

CFP certification or active progress toward CFP certification

Job description

Stewardship Advisors, LLC, located in Mt. Joy, PA, is an independent, fee‑only investment advisory firm dedicated to meeting clients at the intersection of life and finance. A well‑established and reputable firm, the team at Stewardship Advisors is committed to developing and implementing personalized plans to assist clients in making sound financial decisions. As a fee‑only investment firm, the financial planners offer comprehensive, holistic, and unbiased advice to wealth management. This family‑oriented, close‑knit team of thirteen employees strives to build long‑lasting relationships, walking alongside clients throughout life’s journey.

Stewardship Advisors, LLC is seeking a thoughtful and detail‑oriented Associate Advisor to support their client‑focused financial planning and investment management services. This role works closely with Lead Advisors, serving as a key second chair in client meetings while helping prepare, implement, and follow through on comprehensive financial plans. The Associate Advisor plays an active, hands‑on role in coordinating recommendations, managing client follow‑up, and collaborating with internal team members and external professionals such as CPAs and attorneys. This position is ideal for a CFP® professional who wants to deepen technical expertise, grow client‑facing responsibilities, and contribute meaningfully to a collaborative, values‑driven firm. Stewardship Advisors offers a clear career path with opportunities for professional growth, and long‑term advancement.

Associate Advisor position qualifications:

• Bachelor’s degree in finance, economics, business, financial planning, or a related field
• CFP certification or active progress toward CFP certification; strongly preferred
• A minimum of 2 years of experience in financial advisory or related roles
• Proficiency with technology, required; proficiency in financial planning software and tools for client analysis, preferred
• Proven ability to assist in developing and implementing financial plans tailored to clients’ needs
• Experience building client relationships and supporting the delivery of personalized financial guidance
• Excellent written and verbal communication skills; essential
• Demonstrated community involvement; strongly preferred