Financial Advisor

Wheeler Financial, a well-established and growing financial planning firm in Wilmington, DE, is seeking a licensed Financial Advisor to join our team in empowering clients to live their best lives through holistic, outcome-focused financial guidance. We stand out by integrating behavioral finance principles—such as our proprietary On-Purpose Method™—to address the human elements of money decisions. This supporting Financial Advisor position emphasizes building authentic, long-term partnerships and creating detailed financial plans aimed at achieving meaningful life outcomes like retirement freedom, family legacies, or adventure-filled futures.

If you're passionate about client-centered planning, this role offers a refreshing opportunity to focus on what matters: guiding people toward financial clarity and joy. Our family-oriented culture fosters collaboration in a professional yet warm environment, with perks including flex days, a competitive base salary, performance-based bonuses, and pathways for growth and advancement.

• Support the annual strategy meeting process by preparing client data in eMoney, identifying planning opportunities, and briefing the primary advisor with relevant insights to ensure a smooth, client-centered experience
• Serve as the main point of contact and hold annual strategy meetings for specific clients.
• Assist in follow-up activities post-review, ensuring all checklist items are completed with care and attention to detail.
• Respond to client planning requests as they arise, coordinating with the primary advisor to deliver timely, thoughtful guidance
• Participate in our Investment Management Committee, contributing observations and feedback to help shape investment decisions in alignment with client goals
• Help gather and organize talking points for market outlook discussions, supporting advisor communications with clarity and relevance.
• Serve as a backup for trade execution tasks—including rebalancing and cash requests—ensuring accuracy and alignment with client needs
• Embrace opportunities for growth, expanding your contributions as you gain experience and as Wheeler Financial continues to evolve

• Bachelor's degree in finance, business, or a related field
• Active Series 7 and Series 66 required
• Sharp analytical and critical thinking abilities, balanced with emotional intelligence to apply behavioral principles effectively
• Meticulous attention to detail in a dynamic, client-responsive setting
• Genuine enthusiasm for people, paired with exceptional verbal, written, and interpersonal communication skills
• Commitment to excellence in both work quality and efficiency
• Proficiency in organization, research, writing, and quantitative analysis
• Team player who thrives in collaboration yet excels independently
• Solid Microsoft Office skills and tech-savviness; familiarity with cloud-based CRM systems is a bonus
• Adept at juggling priorities while safeguarding sensitive information with integrity
• Willingness to pass a comprehensive background check