Most advisor jobs reward you for chasing new assets. This one rewards you for taking care of people. If you want to do real financial planning work, build lasting client relationships, and grow inside an established firm without having to build a book from scratch, keep reading.
Strong Tower Associates is a fee-based financial planning firm serving primarily retirees in Central Pennsylvania. We're a small, tight-knit team. We care deeply about our clients and about doing the job right. We're hiring an Associate Advisor to own a portion of our client relationships and grow with us long-term.
You'll take primary ownership of a defined set of client relationships, handling their planning, communication, and service needs. You'll also support our lead advisor across the full client book. Day to day, that looks like:
Must-haves:
Nice to have:
You don't need to bring a book of business. There's no cold calling. We're looking for someone who finds genuine satisfaction in serving clients well and wants to grow inside a firm that shares their values.
If your experience warrants a conversation outside that range, we're open to it.
This isn't a support role with a ceiling. As you build trust with clients and demonstrate your planning instincts, there's a clear path toward a lead advisor role. We're a small firm, which means the right person will have real influence on how we grow.
Submit your application with your resume. A short note about why this role interests you is welcome, but not required. We review applications as they come in and will reach out within a few business days if we'd like to connect.
Imagine that when you got into this business, you not only learned about financial products and how to help your clients manage their money. But you also learned how to establish, grow, and maintain your client-base.
If you learned how to do this efficiently then you would be where you wanted to be already. We help advisors achieve their business-life related goals.
And we do it quickly and systematically. The approach we take is unique, and customized to your specific practice.
Our most successful clients have doubled their production more than 4 times over the course of their life long relationship with us. We love to see our clients succeed.
We'd love to see you do it too.
The Bill Good Marketing System® is first and foremost a system. That means it combines many elements into a single unit. A car, for example, is a system for personal, motorized travel. An airplane is a system for air travel.
The Bill Good Marketing System® is a system to take you from where you are in the financial services industry to where you want to go.
