Financial Advisor

Job Opportunity At Wheeler Financial

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.

Job Responsibilities

You'll work directly alongside Jay as the primary support advisor across all client relationships. This is not a back-office admin role. You'll be in the room, in the conversation, and deeply involved in client outcomes.

• Sit in on client meetings and take detailed notes, including documenting the reasoning behind planning decisions (not just the what, but the why)
• Build, enter, and review financial plans in eMoney, ensuring accuracy and consistency across all client data
• Serve as a second set of eyes on every plan (because two reviews are always better than one, and our clients deserve that level of care)
• Participate in our Investment Management Committee from day one, bringing a portfolio management perspective and challenging ideas through productive, respectful debate
• Over time, manage some client relationships
• Support annual strategy meeting prep, client follow-ups, and pre-meeting data confirmation
• Serve as backup for trade execution, including rebalancing and cash management requests