We are always open to meet with talented and experienced financial planners. We look for team members who align with our values and believe that financial planning is about more than just money for their clients – it’s about living their happiest, healthiest and most productive lives.
The Associate Wealth Advisor is a developmental position focused on creating a foundation for long-term career success with our firm. Centered on real-world experience, successful candidates will support Marshall Financial’s Senior Wealth Advisors and Wealth Advisors in providing wealth management services for our clientele. In this role, the Associate Wealth Advisor will learn Marshall’s approach to wealth management and develop their wealth planning skills and knowledge by assisting in financial planning research, analysis, and support as part of a client’s planning team.
The Wealth Advisor is a position that provides technical support to our Senior Wealth Advisors. The Wealth Advisor has an active role in client relationships and meetings, typically working in a supporting role with our Senior Wealth Advisors. Wealth Advisor responsibilities incorporate all phases of the wealth management process, including: financial data gathering, modeling, case design, scenario building, plan and presentation development.
A Wealth Advisor’s ability to demonstrate strong wealth management skills creates the opportunity for additional career progression. This includes serving as the Senior Wealth Advisor for Marshall’s Wealth Coach clients. In this role, Wealth Advisors can gain additional client relationship management expertise and demonstrate the ability to deploy wealth planning strategies on their path to leading relationships with Marshall’s more complex Wealth Management clientele.
The Senior Wealth Advisor position requires an experienced individual with client relationship management skills and a high degree of intellectual curiosity. The primary objective of this role is not business development, and no portable book of business is required. Accordingly, the ideal candidate has a strong technical understanding of financial planning concepts and the ability to effectively distill complex wealth planning strategies to clients.
At Marshall, we are a team of driven professionals. We value continuing education and workplace development. As fiduciaries, we are committed to putting our clients’ interest first and we strive for excellence with each task at-hand.
We offer an inclusive, welcoming environment where our team members treat each other with kindness and respect. With flexible work schedules, hybrid work arrangements, and a comprehensive benefits package, we aim for a harmonious work/life balance.
We strive to foster a collaborative environment where there’s an emphasis on brainstorming, communication, and feedback. When we work together as a team, our clients often benefit from multiple perspectives. As they say, teamwork makes the dream work!
Our clients and colleagues deserve our very best effort every time.
We operate with honesty and transparency because we know successful long-term relationships are built on trust and respect.
Change is the only constant in life. We strive to be creative and flexible to encourage our clients, colleagues and firm to thrive in a dynamic world and realize their goals and potential.
We listen fully to understand the perspective of others to develop collaborative solutions.
In 2017 Marshall Financial became a 100% employee-owned company so that our employees could share in the success of our company in a tangible way. The team at Marshall operates like a team of owners, who care about the company and one another. And it’s our way of actively investing in our team members so they’re able to lead their happiest, healthiest and most productive lives.
Central Penn Business Journal has named Marshall Financial Group as one of the Best Places to Work in PA. The awards are held in partnership with Best Companies Group. Click below to learn more.
“Doylestown, Pennsylvania is located in the heart of beautiful Bucks County. As the County Seat, Doylestown offers a rich history, passionate community, and an eclectic mix of businesses, restaurants, and services.” – Discover Doylestown
Bucks County offers scenic country sides, history, the arts, downtown charm, miles of vineyards, gourmet dining, small town villages, award-winning accommodations, the Ale Trail, Parx Casino and Sesame Place® Philadelphia. – Visit Bucks County
