Junior Wealth Advisor - Hybrid with Licensing & Growth

Strategic People Advisors; Allentown (Lehigh County); Hybrid; USD 50,000 - 100,000; Full time

Benefits offered by this job

Hybrid schedule

Licensing sponsorship

3-year Lead Advisor track

Training program and commissions

Job summary

Strategic People Advisors is a boutique recruitment agency representing elite clients in the financial services sector. We are seeking an Associate Financial Advisor for a direct-hire, joint-work position with a prominent wealth management team.

This role places you alongside a Senior Partner, integrating into active client cases, helping design strategy, and participating in joint-planning meetings to build a mature wealth management practice.

Qualifications

• FINRA Series 7 and Series 66 preferred.
• Active State Life & Health Insurance License required (or must be obtained within 30 days of hire).
• 1–3 years of experience in banking, insurance, or consultative client-facing sales.

Responsibilities

• Support Senior Advisors in analyzing client data and preparing macroeconomic models.
• Attend client meetings to assist with follow-ups, case implementation, and annual reviews.
• Manage existing client relationships, addressing daily inquiries with professionalism.
• Collaborate on local business development, workshops, and educational marketing events.

Skills

FINRA Series 7

Series 66

Life & Health Insurance License

Job description

Strategic People Advisors is a boutique recruitment agency representing elite clients in the financial services sector. We are seeking an Associate Financial Advisor for a direct-hire, joint-work position with a prominent wealth management team.

This role places you alongside a Senior Partner, integrating into active client cases, helping design strategy, and participating in joint-planning meetings to build a mature wealth management practice.