Financial Advisor

Wilmingtononsite$96K$110K

Posted 1mo ago · via Workable

About this role

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.…

Read the full description on Bill Good Marketing's site →

What we'd score you on

reqspace match rubric

Five dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.

1

Skills match

For this role: go, rest

2

Level fit

We check your title trajectory against the seniority signal of the role.

3

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

4

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

5

Location fit

This role is based in Wilmington. We weight your proximity and willingness to relocate.

Score yourself on this role.
Free · no card · written explanation included
See if I'm a fit →

Skills in this role

Pulled from the job description. These are the keywords we'll weight when scoring your fit.

gorest

More at Bill Good Marketing

See all open jobs at Bill Good Marketing