Financial Advisor

Stewardship Advisors, LLC; Mount Joy (Lancaster County); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Career growth opportunities

Defined career track

Collaborative culture

Job summary

Stewardship Advisors, LLC, an independent fee-only investment advisory firm in Mt. Joy, PA, seeks an experienced Financial Advisor to deliver comprehensive financial planning and investment management services to clients.

The role serves as the primary contact for client relationships, leading planning discussions, presenting recommendations, and guiding clients through important financial decisions. Ideal candidates hold CFP certification (or actively pursuing) and have a proven track record in

Qualifications

• Bachelor's degree in finance, economics, business, financial planning, or related field.
• CFP certification or active progress toward CFP certification; strongly preferred.
• 5+ years of experience in financial advisory or related roles.
• Proficiency with technology and financial planning software for client analysis.
• Experience in client relationship management and providing personalized financial advice.
• Excellent written and verbal communication skills.

Responsibilities

• Deliver comprehensive financial planning and investment management services to clients.
• Lead planning discussions, present recommendations, and support clients in financial decisions.
• Collaborate with Senior Advisors and external professionals to implement personalized strategies.
• Support retention and growth of client relationships and onboarding of new clients.

Skills

Relationship management

Client communication

Financial planning

Team collaboration

Problem-solving

Education

Bachelor's degree in finance, economics, business, financial planning, or related field

CFP certification or progress toward CFP certification

Job description

Stewardship Advisors, LLC, located in Mt. Joy, PA, is an independent, fee-only, investment advisory firm dedicated to meeting clients at the intersection of life and finance. A well-established and reputable firm, the team at Stewardship Advisors is committed to developing and implementing personalized plans to assist clients in making sound financial decisions. As a fee-only investment firm, the financial planners offer comprehensive, holistic, and unbiased advice for wealth management. This family-oriented, close-knit team of thirteen employees, strives to build long-lasting relationships, walking alongside clients throughout life's journey.

Stewardship Advisors, LLC is seeking an experienced and relationship-focused Financial Advisor to deliver comprehensive financial planning and investment management services to clients. This role serves as a primary point of contact for client relationships, leading planning discussions, presenting recommendations, and helping clients navigate important financial decisions with confidence. The Financial Advisor works independently while collaborating closely with Senior Advisors, the Portfolio Manager, and clients' external professionals, including CPAs and attorneys, to develop and implement personalized strategies. In addition to supporting the retention and growth of existing client relationships, this individual will participate in new client onboarding and contribute to the continued growth of the firm. This position is ideal for a CFP professional who enjoys building long-term client relationships, solving complex financial planning challenges, and pursuing ongoing professional growth within a collaborative, values-driven organization. Stewardship Advisors offers a defined career track with opportunities for advancement.

• Bachelor's degree in finance, economics, business, financial planning, or a related field
• CFP certification or active progress toward CFP certification; strongly preferred
• A minimum of 5 years of experience in financial advisory or related roles
• Proficiency with technology, required; proficiency in financial planning software and tools for client analysis, preferred
• Proven ability to assist in developing and implementing financial plans tailored to clients' needs
• Experience in client relationship management and providing personalized financial advice
• Excellent written and verbal communication skills; essential
• Demonstrated community involvement; strongly preferred