Associate Financial Advisor

GWH Advisors & Accountants; Newtown (PA); On-site; USD 80,000 - 120,000; Full time

Job summary

GWH Advisors and Accountants in Newtown, PA seeks a motivated Financial Advisor with 3–5 years of experience who has an established book of business and is ready to take it to the next level. You will focus on strengthening client relationships and delivering comprehensive investment and retirement guidance within an established advisory and accounting firm.

You will work alongside an experienced team to grow your practice, identify new opportunities, and provide a broader, more integrated

Qualifications

• 3–5 years of experience as a Financial Advisor or in a similar wealth management role.
• An existing book of business with a strong desire and demonstrated ability to grow it.
• Excellent relationship-building, communication, and business-development skills.

Responsibilities

• Manage and expand your existing client relationships while actively developing new business.
• Provide clients with comprehensive investment, retirement, and financial planning guidance.
• Collaborate with GWH advisors and accounting professionals to identify additional planning opportunities and deliver a more comprehensive client experience.

Skills

Relationship building

Business development

Financial planning

Client service

Job description

GWH Advisors and Accountants is seeking a motivated Financial Advisor with 3–5 years of experience who has established a small book of business and is ready to take it to the next level.

This opportunity is ideal for an advisor who has built a solid foundation but wants the resources, professional support, and collaborative environment of an established advisory and accounting firm to accelerate their growth. At GWH Advisors and Accountants, you’ll have the opportunity to focus on strengthening client relationships, expanding your practice, and developing new business while working alongside an experienced team.

Key Responsibilities

• Manage and expand your existing client relationships while actively developing new business.
• Provide clients with comprehensive investment, retirement, and financial planning guidance.
• Collaborate with GWH advisors and accounting professionals to identify additional planning opportunities and deliver a more comprehensive client experience.

Qualifications

• 3–5 years of experience as a Financial Advisor or in a similar wealth management role.
• An existing book of business with a strong desire and demonstrated ability to grow it.
• Excellent relationship‑building, communication, and business‑development skills.

Why Join GWH?

We offer an environment designed for advisors who want to grow. You'll gain the benefits of an established firm, professional resources, collaborative support, and access to broader financial and accounting expertise—while continuing to build strong relationships with the clients you serve.