Stewardship Advisors, LLC, located in Mt. Joy, PA, is an independent, fee-only, investment advisory firm dedicated to meeting clients at the intersection of life and finance.  A well-established and reputable firm, the team at Stewardship Advisors is committed to developing and implementing personalized plans to assist clients in making sound financial decisions.  As a fee-only investment firm, the financial planners offer comprehensive, holistic, and unbiased advice to wealth management.  This family-oriented, close-knit team of thirteen employees, strives to build long-lasting relationships, walking alongside clients throughout life’s journey.

 Stewardship Advisors, LLC is seeking a thoughtful and detail‑oriented Associate Advisor to support their client‑focused financial planning and investment management services. This role works closely with Lead Advisors, serving as a key second chair in client meetings while helping prepare, implement, and follow through on comprehensive financial plans. The Associate Advisor plays an active, hands‑on role in coordinating recommendations, managing client follow‑up, and collaborating with internal team members and external professionals such as CPAs and attorneys. This position is ideal for a CFP® professional who wants to deepen technical expertise, grow client‑facing responsibilities, and contribute meaningfully to a collaborative, values‑driven firm. Stewardship Advisors offers a clear career path with opportunities for professional growth, and long‑term advancement.

Associate Advisor position qualifications: 

Bachelor’s degree in finance, economics, business, financial planning, or a related field

CFP certification or active progress toward CFP certification; strongly preferred

A minimum of 2 years of experience in financial advisory or related roles

Proficiency with technology, required; proficiency in financial planning software and tools for client analysis, preferred

Proven ability to assist in developing and implementing financial plans tailored to clients' needs

Experience building client relationships and supporting the delivery of personalized financial guidance

Excellent written and verbal communication skills; essential

Demonstrated community involvement; strongly preferred

Please submit resume and cover letter: https://careers.northgroupconsultants.com/