FINANCIAL ADVISOR

About the role

The Carlisle Group has been retained to find a Financial Advisor for a Christian financial advisory firm that is a Registered Investment Advisor dedicated to helping others maximize their stewardship of God’s resources. The organization serves a growing number of individual investors, families, businesses, and nonprofit organizations in building a lasting legacy. Founded in 1990, the firm is headquartered in Lancaster, PA, with offices in Fort Myers, Naples, and Tampa, FL, and Binghamton and Corning, NY. They oversee approximately $1.2B in assets under management and provide wealth management, insurance planning, retirement planning, estate planning, tax-wise charitable giving, and family legacy services. This opportunity is available due to growth at the firm and is located in Binghamton, NY.

What our client is looking for

• Driven & adaptable: intense work ethic, thrives in fast-paced environments
• Ready to pivot: no direct financial industry background required; transferable skills valued; complete mentorship and paid training provided
• People-focused: strong communication and interpersonal skills
• Eager to learn: welcomes continuous training, coaching, and professional growth
• Engage clients: build relationships and manage day-to-day accounts or client needs
• Learn the trade: master proprietary processes through paid training program
• Drive results: meet team goals and hit performance milestones
• Collaborate: work closely with peers and leadership to optimize daily performance

Responsibilities

• Provide expert guidance to meet the financial planning needs of individuals and businesses, including retirement, insurance, investment, estate, business planning, and education funding
• Develop holistic financial solutions by understanding clients' goals and visions to put them on a path to financial success
• Communicate with clients about financial products and market trends, supported by the firm's network of financial specialists
• Meet with clients to determine financial objectives, risk tolerance, income, expenses, and assets
• Offer strategic advice on investments, insurance coverage, and debt management tools
• Secure products, establish accounts, and move money in compliance with regulations
• Perform market research to stay current with financial trends with the Faithward Capital team
• Prepare financial documents such as income projections and investment reports
• Review client accounts regularly to adjust plans as needed due to personal or financial changes
• Analyze market performance, investments, and client data to develop strategies for financial goals
• Execute accurate reporting for sound analysis and recommendations
• Regularly contact clients to understand changes in their financial status and answer questions about financial plans and strategies
• Implement financial plans or refer clients to other professionals for additional support
• Respond to phone calls, texts, and e-mails in a timely fashion
• Build and maintain client bases, keep financial plans up-to-date, and continually grow the portfolio of new clients
• Identify and pursue potential clients to sustain a strong client base
• Attend networking meetings, ask for referrals for new clients
• Utilize the firm’s wealth management team to guide advisory services
• Collaborate with client service team, tax, legal, and insurance professionals to develop comprehensive financial roadmaps
• Maintain compliance with financial industry rules and regulations
• Continue professional development through classes, workshops, webinars, and associations
• Follow and adhere to Company policies, procedures, and guidelines
• Be willing to learn about the industry and help maintain and grow firm’s marketplace position
• Attend business meetings and training as required
• Perform other administrative tasks and special projects assigned

Requirements

• Maintain a professional attitude and appearance
• Possess the ability to connect with a variety of personalities
• Live out Faithward Formula
• Exhibit strong leadership skills – leads by example and helps motivate others to do their best
• Utilize extremely strong phone skills – high energy and passion for helping others
• Be a team player who thrives working with a tight-knit company where activities directly affect the bottom line
• Be enthusiastic about providing the best possible customer service for clients and customers
• Possess a roll-up-your-sleeves, all-hands-on-deck mentality for cross-functional tasks and assignments
• Be self-motivated and results driven with proven ability to succeed – desire to grow both professionally and personally
• Possess strong relationship management and the ability to drive multiple tasks to completion successfully
• Be a resourceful team player with a positive “can-do” attitude
• Ability to work in a fast-paced environment
• Think and act like an entrepreneur and take an ownership mentality in all that is done in this position
• Be detail oriented and helpful
• Perform accurate data entry within specified time frames
• Possess the ability to use or quickly learn specific CRM and other business software
• Exhibit outstanding written, grammar, & verbal communication skills with ability to interact with all levels of an organization
• Possess excellent organization, problem solving, and planning skills
• Demonstrate excellent time management skills and ability to adhere to schedules/deadlines
• Be dependable and safety oriented
• Ability to work some nights and weekends as needed
• Maintain a good attendance record and travel as required

Experience

• 5+ years of B2B or B2C sales experience (firm will pay for training and necessary licenses)
• Experience with professional networking, sales, and/or lead generation
• Skilled relationship-builder required
• Strong working knowledge of MS Office including Word, Excel, Outlook, PowerPoint, and Teams required
• Personal integrity and ability to maintain confidentiality of company and client information required
• Knowledge of the securities, insurance, and mutual fund industries preferred
• Experience with financial planning and CRM software preferred

Benefits

• Medical, Dental, Vision
• HSA contribution
• 401k matching
• PTO
• Short-term disability (STD)
• Long-term disability (LTD)
• Group Life insurance

Compensation

Three-year bridge salary with incentivized income from an annuitized business model. The salary range for this role goes up to $90k.

Schedule

Ability to work some nights and weekends as needed; travel as required.