Associate Advisor

About the role

Rowley Financial, Lancaster, PA, is an independent financial advisory firm dedicated to helping individuals and families build, manage, and protect their financial futures. The firm provides comprehensive financial planning, investment management, retirement planning, and insurance solutions, taking a personalized approach to each client’s unique goals and circumstances.

Responsibilities

• Work alongside experienced financial professionals
• Develop expertise in financial planning, investment management, and client relationship management
• Support client meetings
• Prepare financial analyses and recommendations
• Deliver exceptional service that helps clients pursue their financial goals

Qualifications

• Bachelor’s degree in finance, business, accounting, or a related field
• A minimum of 2 years of experience in a customer-service related role; Open to recent college graduates
• Proficiency with Microsoft knowledge and digital platforms and tools
• Foundational interest with Wealth Management or financial principles
• Superior written and verbal communication skills
• Active community involvement is highly preferred