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Bill Good Marketing
Wilmington, DE, US
Source: Bill Good Marketing careers · View original posting
From Bill Good Marketing's posting. “We” and “our” refer to the employer.
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. We grind when we need to, we take care of clients first, and we trust that the team gives back what it gets. This hire is the missing piece that lets us keep building.
This is a career service advisor role. The long-term opportunity here is leading our Investment Management Committee and managing a significant client relationship load; not building your own practice or prospecting your way to partnership. If you've made peace with that and you're genuinely excited by it, you'll thrive here. If you're still figuring out whether you want to go independent someday, this probably isn't your next step.
Paid time off
A note on benefits: We don't offer employer-sponsored health insurance. Our salary range was built with that in mind, and when you factor in the bonus potential, total compensation is competitive with roles that do include benefits. We're happy to walk through the full picture.
How to apply
Apply through this posting. Please don't call the office or send hard-copy resumes.
Our process moves quickly but deliberately: a phone interview, two assessments (a personality evaluation and a skills test), and then a conversation with Jay and Chris. We'd rather take the time to find the right person than rush it.
LAYIQ is an independent job-discovery service. This listing does not imply a partnership with or endorsement by the employer. Review the original posting for current details and availability.
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