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Financial Services Jobs in Allentown, PA

Associate Financial Advisor

Strategic People Advisors

Allentown, PA

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JOB DETAILS
JOB TYPE
Full-time
SKILLS
Banking Services, Business Development, Cold Calling Skills, Customer Relations, Customer Relationship Management (CRM), Customer/Client Research, Data Analysis, Finance, Financial Modeling, Financial Planning, Financial Services, Health Insurance, Insurance, Licensing, Life Insurance, Marketing, Plan Meetings, Recruiting/Staffing Agency, Sales, Series 6, Series 66, Series 7, Team Player, Training Program, Wealth Management
LOCATION
Allentown, PA
POSTED
Today
About Strategic People Advisors
Strategic People Advisors (https://www.strategicpeopleadvisors.com/) is a boutique recruitment agency representing elite clients in the financial services sector.

On behalf of our client—a prominent wealth management team appointed with the insurance companies of OneAmerica Financial®—we are searching for an Associate Financial Advisor. This is a direct-hire, joint-work position designed to pair a developing professional with an established, top-producing team.

Position Overview
This role bridges the gap between starting out and running a mature wealth management practice. Instead of cold-calling in isolation, you will be integrated directly into active client cases, participating in strategy design and joint-planning meetings alongside a Senior Partner.

Key Responsibilities
  • Support Senior Advisors in analyzing client data and preparing comprehensive macroeconomic financial models.
  • Participate in client meetings to assist with administrative follow-ups, case implementation, and annual review coordination.
  • Manage existing client relationships, addressing daily operational inquiries with high professional standards.
  • Collaborate with the team on local business development, group workshops, and educational marketing events.
Requirements
  • FINRA Series 7 and Series 66 (or Series 6 and 63) are highly preferred.
  • Active State Life & Health Insurance License is required (or must be obtained within 30 days of hire).
  • 1–3 years of experience in banking, insurance, or consultative client-facing sales.
  • High coachability, strong active-listening skills, and a collaborative mindset.
Compensation & Professional Development
  • Competitive income/ plus performance-based bonuses and joint-work splits.
  • Dedicated training program, licensing sponsorship, and a clear 3-year track to Lead Advisor status.
  • $50,000.00 - $100,000.00 per year. Compensation features a structured hybrid model, typically utilizing a starting base salary or draw program paired with performance bonuses, new business commissions, and joint-work payout splits.
"This position operates on a professional hybrid schedule once initial training and licensing are completed."
 
For more information about our candidate process, visit us at https://www.strategicpeopleadvisors.com/.
 

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