What are the responsibilities and job description for the Financial Advisor position at Dedicated Financial Services?
Job Title: Financial AdvisorLocation: Lewes, DE (In-person)
Employment Type: Full-time, Salaried Job
Summary: Dedicated Financial is seeking an energetic, detail-oriented, and client-focused Financial Advisor to join our dynamic team in Lewes, DE.
In this pivotal role, you will empower clients to achieve their most important financial and life goals through comprehensive planning and personalized strategies. Your expertise will help clients make informed decisions about investments, estate planning, tax optimization, and overall wealth management. If you thrive in a fast-paced, supportive setting that values growth and professional development, we encourage you to apply.
Key Responsibilities
- Comprehensive Planning: Develop tailored financial plans by analyzing clients’ current financial situations, including assets, liabilities, income, and expenses.
- Investment Advisory: Advise clients on investment management and portfolio diversification, ensuring compliance with securities laws and industry best practices.
- Estate & Legacy Planning: Guide clients on wills, trusts, and other estate plan elements, collaborating with legal partners when necessary.
- Tax Strategy: Provide expert guidance on tax-planning strategies to optimize financial outcomes, remaining current on relevant regulations.
- Financial Analysis: Conduct thorough analyses using advanced financial software to identify growth opportunities and mitigate risk.
- Ongoing Client Support: Maintain lasting client relationships with regular communication, reviews, and proactive market updates.
- Industry Leadership: Stay up to date with the latest regulations, product offerings, and trends to deliver innovative, compliant solutions.
- Team Collaboration: Coordinate with planning assistants, paraplanners, and other advisors to deliver seamless, world-class client service.
Qualifications
- Experience: Minimum 3 years in financial services, wealth management, or related advisory roles. Background in banking or public accounting is a plus.
- Expertise: Strong understanding of estate and tax planning, securities law, portfolio management, and asset allocation principles.
- Technical Skills: Proficiency with financial planning tools (e.g., MoneyGuidePro, Orion, Schwab), CRM systems (Redtail, Salesforce), and advanced Excel or analytics software.
- Education: Bachelor’s degree in Finance, Accounting, Business or related field preferred; equivalent industry experience strongly considered.
- Licenses: FINRA Series 65 and/or Life & Health Insurance licenses preferred (or willingness to obtain).
- Attributes: Exceptional organizational, math, and analytical skills. High ethical standards, excellent communicator, and natural relationship-builder.
Why Dedicated Financial?
About Us:
Dedicated Financial is a full-service financial planning firm with a mission to help clients align their financial assets with their life goals, hopes, and dreams. With offices in Lewes, DE and Hamilton, NJ, we provide investment advisory services, income and tax planning, insurance, and estate planning—all built on long-term relationships of trust and personalized service.
Our Values:
- Value Every Connection: We honor each client’s distinctive life and vision.
- Holistic Financial Wellness: Our Bringing Your Money to Life™ process integrates life coaching and wealth management.
- Client-First Focus: Clients’ priorities drive every recommendation.
- Deep, Lasting Relationships: We go beyond numbers to truly understand what matters most.
What We Offer:
- Impactful Work: Make a difference in clients' lives and financial futures.
- Continuous Growth: Embrace ongoing learning and professional development.
- Collaborative Team: Be part of a supportive, mission-driven culture.
- Benefits: Health insurance, 10 days paid time off, 10 days sick paid time off, 10 company paid holiday days off, Summer Hours.
Schedule:
Monday to Friday (in-person, Lewes, DE)
Some evening and weekends required for events.
Pay: $65,000.00 - $115,000.00 per year
Benefits:
- Flexible schedule
- Health insurance
- Paid time off
- Parental leave
Work Location: In person
Salary : $65,000 - $115,000