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Associate Advisor

STEWARDSHIP ADVISORS

Mount Joy, PA

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JOB DETAILS
SKILLS
Analysis Skills, Business Plan, Certified Financial Planner (CFP), Certified Public Accountant (CPA), Communication Skills, Customer Relations, Customer Support/Service, Detail Oriented, Economics, Finance, Finance Software, Financial Planning, Follow Through, Investment Management, Investment Services, Presentation/Verbal Skills, Sales Management, Stewardship, Team Player, Wealth Management, Writing Skills
LOCATION
Mount Joy, PA
POSTED
6 days ago
Associate Advisor Stewardship Advisors, LLC, located in Mt. Joy, PA, is an independent, fee-only, investment advisory firm dedicated to meeting clients at the intersection of life and finance. A well-established and reputable firm, the team at Stewardship Advisors is committed to developing and implementing personalized plans to assist clients in making sound financial decisions. As a fee-only investment firm, the financial planners offer comprehensive, holistic, and unbiased advice to wealth management. This family-oriented, close-knit team of thirteen employees, strives to build long-lasting relationships, walking alongside clients throughout life's journey. Stewardship Advisors, LLC is seeking a thoughtful and detail-oriented Associate Advisor to support their client-focused financial planning and investment management services. This role works closely with Lead Advisors, serving as a key second chair in client meetings while helping prepare, implement, and follow through on comprehensive financial plans. The Associate Advisor plays an active, hands-on role in coordinating recommendations, managing client follow-up, and collaborating with internal team members and external professionals such as CPAs and attorneys. This position is ideal for a CFP? professional who wants to deepen technical expertise, grow client-facing responsibilities, and contribute meaningfully to a collaborative, values-driven firm. Stewardship Advisors offers a clear career path with opportunities for professional growth, and long-term advancement. Associate Advisor position qualifications: -Bachelor's degree in finance, economics, business, financial planning, or a related field -CFP certification or active progress toward CFP certification; strongly preferred -A minimum of 2 years of experience in financial advisory or related roles -Proficiency with technology, required; proficiency in financial planning software and tools for client analysis, preferred -Proven ability to assist in developing and implementing financial plans tailored to clients' needs -Experience building client relationships and supporting the delivery of personalized financial guidance -Excellent written and verbal communication skills; essential -Demonstrated community involvement; strongly preferred Please submit resume and cover letter: https://careers.northgroup consultants.com/

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STEWARDSHIP ADVISORS