Wilmington, DE
Job Description
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.
Responsibilities
- 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
Qualifications
- 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
Company Description
Founded in 2007 and now a thriving second-generation firm, Wheeler Financial is dedicated to transforming financial planning from a technical chore into a joyful, empowering adventure. We differentiate ourselves in the advisory world by weaving behavioral finance into every interaction—helping clients sidestep emotional traps, embrace transparency, and craft plans that truly reflect their life's story. Our LIVE Financial Planning Process and On-Purpose Method™ prioritize humans over spreadsheets, fostering authentic partnerships that celebrate clients' unique journeys. Inspired by owner Jay Wheeler's approachable wisdom in his book Un-Surprise Me!, we build lasting relationships where clients feel seen, supported, and excited about their financial future. Join us in making finance fun, focused, and profoundly impactful.
Please apply exclusively through this site—no calls or hard-copy resumes. We review every submission thoughtfully.
2961 Centerville Road, Suite 150
Wilmington, DE 19808 \ PH: (302) 543-5585
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Wheeler Financial, LLC is not a registered broker/dealer and is independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
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