Financial Advisor

VALLEY NATIONAL GROUP; Delta Manor (PA); On-site; USD 70,000 - 100,000; Full time

Job summary

Valley National Financial Advisors seeks a Financial Advisor with 3-5 years of advisory experience to join a collaborative wealth management team in Pennsylvania. You will work closely with a senior advisor, gaining mentorship, exposure to complex planning, and growth opportunities within the firm.

The role emphasizes client service and business development, with a clear path toward leading client engagements and expanding a personal client base.

Qualifications

• Bachelor's degree in Finance, Business, Financial Planning, Economics, or related field.
• 3-5 years of experience in wealth management, financial planning, or investment advisory services.
• Active Series 65 registration or equivalent licensing.
• Strong understanding of financial planning and investment concepts.
• Excellent communication and relationship-building skills.
• Strong analytical and organizational abilities.
• High level of professionalism, integrity, and client focus.

Responsibilities

• Attend client meetings alongside senior advisors.
• Prepare and present financial planning recommendations.
• Support client service and ongoing relationship management.
• Coordinate with operations to ensure a great client experience.
• Assist in investment review and wealth management discussions.
• Develop plans and maintain client records.

Skills

Communication skills

Relationship-building

Analytical ability

Organizational skills

Professionalism & integrity

Client focus

Education

Bachelor's degree in Finance, Business, Financial Planning, Economics, or related field

Tools

CRM software

Job description

Join a Team Invested in Your Growth

Valley National Financial Advisors is seeking an ambitious Financial Advisor with 3-5 years of advisory experience who is ready to take the next step in their career.

This is an outstanding opportunity for an advisor who enjoys working with clients and wants to grow within an established, collaborative wealth management firm. Rather than being expected to build a business entirely on your own, you will work directly alongside one of our senior advisors, gaining valuable mentorship, exposure to complex planning situations, and opportunities to participate in business development initiatives.

If you're looking for a firm that invests in your professional development, values teamwork, and offers a clear path toward becoming a lead advisor, we'd like to meet you.

What You'll Do

Client Relationship Support

• Attend client meetings alongside senior advisors.
• Participate in financial planning, investment review, and wealth management discussions.
• Help prepare and deliver customized financial planning recommendations.
• Assist with ongoing relationship management and client service initiatives.
• Coordinate with client service and operations teams to ensure an exceptional client experience.

Financial Planning & Wealth Management

• Prepare financial plans and planning analyses.
• Conduct investment and portfolio research.
• Assist with retirement, tax, insurance, and estate planning strategies.
• Support implementation and ongoing monitoring of client recommendations.
• Maintain accurate client records and planning documentation.

Business Development

• Partner with senior advisors on prospect opportunities and client acquisition efforts.
• Participate in networking events, community engagement activities, and professional associations.
• Help cultivate referral relationships with clients and centers of influence.
• Assist in managing the sales pipeline and follow-up process with prospective clients.
• Contribute to firm growth initiatives and new business opportunities.

Professional Development

• Receive ongoing mentoring and coaching from experienced advisors.
• Expand your expertise in financial planning, investment management, and practice development.
• Pursue advanced industry credentials and continuing education opportunities.
• Develop the skills necessary to progress into a lead advisor role.

What We're Looking For

Required Qualifications

• Bachelor's degree in Finance, Business, Financial Planning, Economics, or related field.
• 3-5 years of experience in wealth management, financial planning, or investment advisory services.
• Active Series 65 registration or equivalent licensing.
• Strong understanding of financial planning and investment concepts.
• Excellent communication and relationship-building skills.
• Strong analytical and organizational abilities.
• High level of professionalism, integrity, and client focus.

Preferred Qualifications

• CFP® designation or active pursuit of CFP® certification.
• Experience working with high-net-worth individuals and families.
• Familiarity with financial planning and CRM software.
• Existing professional network within the Lehigh Valley region.

The Ideal Candidate

You are:

• Motivated to grow your advisory career.
• Interested in learning from experienced advisors.
• Comfortable building and maintaining professional relationships.
• Passionate about helping clients achieve their financial goals.
• Looking for a long‑term home where your contributions are valued and your career path is clear.
• Excited to participate in both client service and business development activities.

Why Valley National Financial Advisors?

At VNFA, we believe great advisors are developed through mentorship, collaboration, and opportunity. We provide the resources, support, and leadership access needed to help talented professionals advance their careers while delivering exceptional service to our clients.

Whether your goal is to become a lead advisor, build a significant client base, or expand your expertise as a financial professional, we offer the environment and support to help you succeed.