Job Description

The Carlisle Group has been retained to find a talented Servicing Financial Advisor. Our client is a Registered Investment Advisor that works with over 3,000 businesses, nonprofit organizations, families, and individuals dedicated to helping others maximize their stewardship of God’s resources and build a lasting legacy. They were founded in 1990 and are headquartered in Lancaster, Pennsylvania. They oversee approximately $800 million in assets.

The Servicing Financial Advisor is a key role that provides best-in-class customer service, investment planning advice, and stewardship counsel to clients. Key functions for the role are:

  • Service approximately 300 existing clients and “mine” for new investment opportunities
  • Provide financial and investment planning advice and stewardship counsel to families, businesses, churches, and other nonprofit organizations
  • Act as a primary liaison for many clients and offer support and service to others on behalf of the firm
  • Handle a high volume of calls in reference to accounts and planning
  • Meet with clients in person, over the phone, and via videoconference
  • Onboard new clients where appropriate


  • 1+ years of financial services experience
  • Willing to get Series 7 and 66 licenses after hired.
  • Ability to multi-task between multiple demands from clients
  • Ability to learn/use Salesforce, Tamarac, and document management software
  • Proficient with the Microsoft Office Suite
  • Excellent written and verbal communication skills
  • Customer service skills to include being organized, detailed, and efficient


$0.00 — $0.00
Lancaster PA