Associate Financial Advisor

Strategic People Advisors; Allentown (Lehigh County); Hybrid; USD 50,000 - 100,000; Full time

Benefits offered by this job

Hybrid schedule

Licensing sponsorship

3-year Lead Advisor track

Training program and commissions

Job summary

Strategic People Advisors is a boutique recruitment agency representing elite clients in the financial services sector. We are seeking an Associate Financial Advisor for a direct-hire, joint-work position with a prominent wealth management team.

This role places you alongside a Senior Partner, integrating into active client cases, helping design strategy, and participating in joint-planning meetings to build a mature wealth management practice.

Qualifications

• FINRA Series 7 and Series 66 preferred.
• Active State Life & Health Insurance License required (or must be obtained within 30 days of hire).
• 1–3 years of experience in banking, insurance, or consultative client-facing sales.

Responsibilities

• Support Senior Advisors in analyzing client data and preparing macroeconomic models.
• Attend client meetings to assist with follow-ups, case implementation, and annual reviews.
• Manage existing client relationships, addressing daily inquiries with professionalism.
• Collaborate on local business development, workshops, and educational marketing events.

Skills

FINRA Series 7

Series 66

Life & Health Insurance License

Job description

About Strategic People Advisors

Strategic People Advisors is a boutique recruitment agency representing elite clients in the financial services sector. On behalf of our client—a prominent wealth management team appointed with the insurance companies of OneAmerica Financial®—we are searching for an Associate Financial Advisor. This is a direct-hire, joint-work position designed to pair a developing professional with an established, top-producing team.

Position Overview

This role bridges the gap between starting out and running a mature wealth management practice. Instead of cold-calling in isolation, you will be integrated directly into active client cases, participating in strategy design and joint-planning meetings alongside a Senior Partner.

Key Responsibilities

• Support Senior Advisors in analyzing client data and preparing comprehensive macroeconomic financial models.
• Participate in client meetings to assist with administrative follow-ups, case implementation, and annual review coordination.
• Manage existing client relationships, addressing daily operational inquiries with high professional standards.
• Collaborate with the team on local business development, group workshops, and educational marketing events.

Requirements

• FINRA Series 7 and Series 66 (or Series 6 and 63) are highly preferred.
• Active State Life & Health Insurance License is required (or must be obtained within 30 days of hire).
• 1–3 years of experience in banking, insurance, or consultative client-facing sales.
• High coachability, strong active-listening skills, and a collaborative mindset.

Compensation & Professional Development

• Competitive income plus performance-based bonuses and joint-work splits.
• Dedicated training program, licensing sponsorship, and a clear 3-year track to Lead Advisor status.
• $50,000 - $100,000 per year. Compensation features a structured hybrid model, typically utilizing a starting base salary or draw program paired with performance bonuses, new business commissions, and joint-work payout splits.

This position operates on a professional hybrid schedule once initial training and licensing are completed.

For more information about our candidate process, visit us at https://www.strategicpeopleadvisors.com/.