Wealth Advisor

Job Description

Job Description

We are currently looking for both Wealth Advisors and Senior Level Wealth Advisors

Magellan Financial, Inc. of Heirloom Wealth Advisors of Wells Fargo Advisors Financial Network is seeking a growth-oriented advisors to join our dynamic, family-focused team. We are looking for a driven professional with 3+ years of experience managing client relationships, who can either bring a small book of business or step into a curated book we’ll help you grow. You’ll receive the resources, mentorship, and infrastructure needed to take your career to the next level.

What You’ll Do:
•Transition and manage your current client relationships with full support from our operations and wealth planning teams.
•Continue to build your book with help from our infrastructure, marketing, and collaborative environment.
•Offer your clients a truly personalized experience through our comprehensive wealth management process.

Ideal Candidate:
•Currently manages a book of business.
•Wants to offload administrative burdens and focus on planning and relationships.
•Interested in joining a team culture that values service, precision, and growth.
•Possesses required FINRA securities registrations Series 7 & 66 (or 63 & 65) and ideally holds (or is pursuing) the CFP®.

Why Join Us?

Our in-house operational and administrative support, help support a smooth transition and business growth. You will partner with a team of Wealth Managers, focused on planning and creating the “Home Office” feel your clients will appreciate. With planning tools like eMoney, and a support staff focused on personal client care, Magellan is an ideal destination for advisors seeking a more aligned, client-first environment.

Compensation is competitive with opportunities for profit sharing, long-term equity involvement, full benefits (health, dental and vision ins), HSA plan and paid time off.

Schedule: Location: Monday to Friday 1605 N. Cedar Crest Blvd In Office/In Person Suite 111

Flexible 8-hour shift Allentown, PA 18104

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN),Member SIPC. Magellan Financial Inc of Heirloom Wealth Advisors is a separate entity from WFAFN.