Job Description

You're good at this work. You know how to build a financial plan, catch the details that matter, and talk to clients in a way that actually builds trust. But the prospecting grind has worn thin. You don't want to spend your career chasing new business. You want to do the work that actually matters: helping real people make smart decisions about their money.

That's exactly what this role is.

Wheeler Financial is a growing wealth management firm in Wilmington, Delaware. Our president, Jay Wheeler, wrote the book Unsurprised and delivered a TEDx talk on behavioral finance. We use values-based planning to help clients understand not just what to do with their money, but why.

The team is small, tight-knit, and genuinely invested in each other. We grind when we need to, we take care of clients first, and we trust that the team gives back what it gets. This hire is the missing piece that lets us keep building.

What you’ll actually do

You’ll work directly alongside Jay as the primary support advisor across all client relationships. This is not a back-office admin role. You’ll be in the room, in the conversation, and deeply involved in client outcomes.

• Sit in on client meetings and take detailed notes, including documenting the reasoning behind planning decisions (not just the what, but the why)
• Build, enter, and review financial plans in eMoney, ensuring accuracy and consistency across all client data
• Serve as a second set of eyes on every plan (because two reviews are always better than one, and our clients deserve that level of care)
• Participate in our Investment Management Committee from day one, bringing a portfolio management perspective and challenging ideas through productive, respectful debate
• Over time, manage some client relationships
• Support annual strategy meeting prep, client follow-ups, and pre-meeting data confirmation
• Serve as backup for trade execution, including rebalancing and cash management requests

Requirements

What we’re looking for

Must-haves:

• Active Series 7 and Series 66 (or equivalent)
• 7+ years of experience in financial services. You know how this industry works and you’ve seen enough market cycles to stay calm when clients get nervous.
• The kind of detail orientation where you notice when something is off in a plan before anyone else does. If you’re the person your friends call “a lot” because you triple-check dinner reservations, you might be our person.
• A genuine interest in the work, the firm, and the team. We want someone who shows up curious, asks good questions, and actually wants to know how we do things and why.
• A positive attitude. We believe that attitude is everything.

Nice-to-haves:

• eMoney experience
• CFP or other professional credentials
• Background at Fidelity, Vanguard, or a similar firm where you learned the business well
• Familiarity with Raymond James systems

Is this the right fit?

This is a career service advisor role. The long-term opportunity here is leading our Investment Management Committee and managing a significant client relationship load; not building your own practice or prospecting your way to partnership. If you've made peace with that and you're genuinely excited by it, you'll thrive here. If you're still figuring out whether you want to go independent someday, this probably isn't your next step.

Benefits

• What you get
• Base salary: $96,000 – $110,000 (depending on experience)
• Performance bonus: team-based, paid quarterly and annually (eligible after 90-day probationary period)
• 10 floating remote days per year (contractor at the house? Doctor’s appointment? Work from home.)
• Paid time off
• Flexible lunch policy (we’re all adults here)
• Investment Management Committee participation from day one, with the opportunity to eventually lead it
• Direct mentorship from Jay Wheeler in a behavioral finance practice that’s genuinely differentiated from the rest of the industry
• A clear path to managing meaningful client relationships

A note on benefits: We don't offer employer-sponsored health insurance. Our salary range was built with that in mind, and when you factor in the bonus potential, total compensation is competitive with roles that do include benefits. We're happy to walk through the full picture.

How to apply

Apply through this posting. Please don't call the office or send hard-copy resumes.

Our process moves quickly but deliberately: a phone interview, two assessments (a personality evaluation and a skills test), and then a conversation with Jay and Chris. We'd rather take the time to find the right person than rush it.