Wealth Advisor

Marshall Financial Group is a boutique, personal wealth management firm nestled in picturesque Doylestown, Pennsylvania; recently awarded ‘Best Small Town Cultural Scene’ by USA Today. For nearly 40 years, Marshall Financial has been part of Doylestown’s rich culture, artisanal diversity and historic charm, which are easily accessed by New York and Philadelphia residents.

As an independent Registered Investment Advisor, Marshall Financial emphasizes a client-centric, holistic wealth management process focused on improving the quality of life for the families we serve. An environment conducive to employee satisfaction, work/life balance, remote work flexibility and personal prosperity are important drivers of our success. To foster a team approach, we make a substantial investment in each employee through continuing education, training, and ownership. As an employee owned company, every full-time employee is on the path to ownership as soon as they join us and will begin receiving company shares through our Employee Stock Ownership Plan after their first full year of employment. Our objective is simple – promote a collaborative, high-performing culture where employees are part of our team for a very long time.

Position Description

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/development 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. Over time, the successful Wealth Advisor will gain key experience and expertise to foster further career development, should they choose.

Duties and Responsibilities

The Wealth Advisor can expect to focus in the following areas:

• Gather, organize, and synthesize client data within a financial planning context

• Prepare client financial plans and presentations for review by Senior Wealth Advisor

• Prepare financial scenarios

• Active participant in client relationships through a technical, supporting, and learning role

• All employees are expected to rise above their position requirements when necessary to assist clients, prospective clients, management and/or other associates

• A positive, warm and enthusiastic workplace is vital to our success. All associates will strive to maintain an uplifting environment that nurtures productivity and positive expectations of themselves and other coworkers.

Qualifications

The Wealth Advisor position typically requires the following qualifications:

• Solid academic track record

• Bachelor’s Degree from an accredited college or university

• CFP® or actively working toward CFP® designation

• Proficiency with Word, Excel, PowerPoint and Outlook

• Experience with popular industry FinTech a plus

• Detail-oriented, accurate, organized, able to set priorities

• Strong written and verbal communication skills

• A proactive mindset

• Team player, collaborative mentality, ability to work with and through others

• Desire/ability to work successfully in a small company environment

Salary and Benefits

Pay/benefits are competitive based on industry standards.

• Salary based on experience

• Participation in Incentive/ Bonus plan

• Benefits include dental, health care, 401 (k)

• Participation in Employee Stock Ownership Plan

• Financial support for professional accreditation/continuing education requirements and other education/training opportunities

If you are interested, please submit your resume and cover letter to hello@marshallfinancial.com Marshall Financial Group is an Equal Opportunity Employer.

Disclosure:

Marshall Financial Group, Inc (“Marshall Financial”) is an SEC-registered investment adviser with its principal place of business in Doylestown, Pennsylvania. This newsletter is limited to the dissemination of general information pertaining to Marshall Financial Group’s investment advisory services. Investing involves risk, including risk of loss. References to market indices are included for informational purposes only as it is not possible to directly invest in an index. The historical performance results of an index do not reflect the deduction of transaction, custodial, and management fees, which would decrease performance results. It should not be assumed that your account performance or the volatility of any securities held in your account will correspond directly to any comparative benchmark index.

This newsletter contains certain forward‐looking statements (which may be signaled by words such as “believe,” “expect” or “anticipate”) which indicate future possibilities. Due to known and unknown risks, other uncertainties and factors, actual results may differ materially from the expectations portrayed in such forward‐looking statements. As such, there is no guarantee that the views and opinions expressed in this letter will come to pass. Additionally, this newsletter contains information derived from third party sources. Although we believe these sources to be reliable, we make no representations as to the accuracy of any information prepared by any unaffiliated third party incorporated herein, and take no responsibility, therefore.

For additional information about Marshall Financial, please request our disclosure brochure as set forth on Form ADV using the contact information set forth herein, or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). Please read the disclosure statement carefully.

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Wealth Advisor

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