Financial Advisor

You’re good at this work. You know how to talk to clients, build a financial plan, and catch the details that other people miss. But somewhere along the way, you realized 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, second-generation wealth management firm in Wilmington, Delaware. We do things differently. Our president, Jay Wheeler, wrote the book Un-Surprise Me! 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. If you’re tired of firms that treat financial planning like a sales exercise, you’ll feel at home here.

The culture here is simple: we care about each other, we grind when we need to, and we take care of our clients before chasing new business. The people who thrive here are the ones who give to the team and trust that the team gives back. We’re in a great spot operationally, and 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
• Experience at Fidelity, Vanguard, or a similar firm where you learned the business but outgrew the role
• Familiarity with Raymond James systems and processes

A word about what this role is not

This is a career service advisor position. It’s not a stepping stone to building your own book, and it’s not a junior role waiting for a promotion to lead advisor. We want someone who finds deep satisfaction in managing client relationships, building excellent financial plans, and being a trusted part of a small, tight-knit team. If that sounds like exactly what you’ve been looking for, let’s talk.

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

Note: We do not offer employer-sponsored health insurance. Our salary range reflects this, and we’re happy to discuss how the total compensation package compares to roles that include benefits.

How to apply

Apply through this posting. Please do not call the office or send hard-copy resumes.

Our hiring process is thorough. You’ll start with a phone interview, then complete two assessments (a personality evaluation tailored to this role, and a basic skills test). If you pass those, you’ll meet with Jay and Chris. We move quickly, but we’re selective. We’d rather take the time to find the right person than rush it.