Financial Planner — Client‑First, Behavioral Finance Expert

Bill Good Marketing; Wilmington (DE); Hybrid; USD 96,000 - 110,000; Full time

Benefits offered by this job

Performance bonus

10 floating remote days

Paid time off

Flexible lunch policy

Direct mentorship

Job summary

A growing wealth management firm in Wilmington, Delaware, seeks a career service advisor to help clients build financial plans and manage relationships. Candidates should have at least 7 years of financial services experience, an Active Series 7 and 66, and a detail-oriented mindset. This role offers a base salary of $96,000 to $110,000, a performance bonus, and a flexible work culture, although employer-sponsored health insurance is not provided.

Qualifications

• 7+ years of experience in financial services.
• Able to manage and build financial plans and client relationships.
• Proven record of staying calm under market pressure.

Responsibilities

• Assist in client meetings and document planning decisions.
• Build and review financial plans for accuracy.
• Participate in the Investment Management Committee.

Skills

Detail orientation

Client relationship management

Curiosity

Positive attitude

Education

Active Series 7 and Series 66

CFP or other professional credentials

Tools

eMoney

Job description

A growing wealth management firm in Wilmington, Delaware, seeks a career service advisor to help clients build financial plans and manage relationships. Candidates should have at least 7 years of financial services experience, an Active Series 7 and 66, and a detail-oriented mindset. This role offers a base salary of $96,000 to $110,000, a performance bonus, and a flexible work culture, although employer-sponsored health insurance is not provided.