Associate Financial Planner - Retiree-Focused Client Care

Bill Good Marketing; State College (Centre County); On-site; USD 56,000 - 90,000; Full time

Benefits offered by this job

Health insurance stipend

Paid time off

Office in State College

Job summary

Strong Tower Associates in State College, PA is seeking an Associate Advisor to own a defined set of client relationships, deliver planning services, and support the lead advisor.

You will handle quarterly meetings, portfolio rebalancing, CRM updates, and paperwork follow-through, with occasional travel to the Lewisburg satellite office, and opportunities to grow into a lead advisor role.

Qualifications

• Active Series 65 license and client-facing financial services experience.
• Proficient with CRM systems and digital planning tools.
• Strong attention to detail and follow-through.

Responsibilities

• Take ownership of a defined set of client relationships and service needs.
• Support the lead advisor across the full client book.
• Prepare quarterly meetings and follow-up with clients.
• Assist with transfers, paperwork, and ongoing items.
• Participate in client events and educational workshops.

Skills

Series 65 license

Client-facing experience

CRM proficiency

Attention to detail

Tools

CRM systems

Digital planning tools

Job description

Strong Tower Associates in State College, PA is seeking an Associate Advisor to own a defined set of client relationships, deliver planning services, and support the lead advisor.

You will handle quarterly meetings, portfolio rebalancing, CRM updates, and paperwork follow-through, with occasional travel to the Lewisburg satellite office, and opportunities to grow into a lead advisor role.