Associate Advisor: Wealth Planning & Client Growth

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 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.