Client-Focused Financial Planner (Associate)

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 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.