Senior Financial Advisor — Lead Client Strategy & IC Member
Listed on 2026-10-20
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Finance & Banking
Wealth Management, Financial Advisor / Consultant
Wheeler Financial in Wilmington, Delaware is seeking a dedicated client advisor to work directly with Jay Wheeler 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.
You’ll build and review financial plans in eMoney, participate in the Investment Management Committee from day one, and eventually manage some client relationships.
We are looking to fill the Senior Financial Advisor — Lead Client Strategy & IC Member position at Bill Good Marketing Inc. in Wilmington, DE, United States.
We are currently recruiting a Senior Financial Advisor — Lead Client Strategy & IC Member for our team in Wilmington, DE, United States.
This is an excellent position to take on the Senior Financial Advisor — Lead Client Strategy & IC Member role at Bill Good Marketing Inc.
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