Financial Advisor Support Specialist Position Available In Northampton, Pennsylvania

About Our Growing Practice We’re a client centered financial advisory team experiencing exciting growth. We need a dedicated financial professional to help us maintain our high service standards for many more clients. This role offers the opportunity to work directly with experienced financial advisors in a team environment where your contributions make a real difference in our clients’ financial success. We take our service to our clients very seriously, but we don’t take ourselves very seriously at all. Our team really enjoys coming to work every day. Position Overview We’re seeking a versatile Financial Advisor Support Specialist who will serve dual roles: providing essential tech and admin support to our advisory team and managing day-to-day systems operations. This position is perfect for someone who thrives in a fast-paced environment and enjoys wearing multiple hats while supporting meaningful financial planning work. The ability to learn quickly, adapt to an ever-changing environment, and healthy sense of humor are all important.

Key Responsibilities Financial Advisory Support:

Assist with client account management and documentation Support preparation of client presentations and financial plans Coordinate client meetings and follow-up communications Maintain accurate client records and compliance documentation Process new account paperwork and transfers Assist with investment research and market analysis projects

Office Management:

Oversee daily office operations and administrative functions Manage appointment scheduling and calendar coordination Handle incoming client communications with professionalism Maintain filing systems and ensure regulatory compliance Coordinate with external partners and service providers Support special projects as our practice continues to grow Technology & Systems Our practice utilizes industry-leading platforms, and we need someone comfortable working with and/or being trained on: Charles Schwab platform and advisor tools Advyzon portfolio management system Microsoft Office Suite and CRM systems Various financial planning software applications We value team members who embrace technological advancement in the financial industry rather than shy away from it. Training will be provided, but enthusiasm for learning new systems is essential.

Required Qualifications Securities Licensing:

Current securities licenses (Series 7, 63, 66) preferred OR willingness to obtain Series 11 Assistant Representative license Complete support and training for any licensing required

Professional Requirements:

High school diploma required; bachelor’s degree preferred No prior financial services experience required – we welcome candidates from various professional backgrounds Strong organizational and multitasking abilities Excellent written and verbal communication skills Demonstrated ability to maintain confidentiality and handle sensitive information Detail-oriented approach with accuracy in data entry and documentation Seeking a long-term/career position is mandatory

What We’re Looking For Learning Agility:

This role requires someone with an exceptional ability to quickly absorb new information, adapt to changing processes, and grow alongside our expanding practice. We’re happy to teach industry-specific knowledge to the right candidate.

Professional Growth Mindset:

We need someone who sees this as more than just a job – someone who wants to build a career in financial services and grow with our team. If you’re looking to transition into the financial industry, this could be your perfect opportunity.

Client Service Excellence:

Our clients deserve the best, and we need someone who naturally provides warm, professional service that reflects our firm’s values.

Regulatory Awareness:

Understanding of FINRA compliance requirements and fiduciary standards is essential, as all team members must uphold the highest ethical standards in serving our clients.

People Skills:

Ability to establish and maintain long-term relationships with our clients who wish to have the same with you.

Sense of Humor:

You will be joining a team that enjoys being together. We enjoy coming together each day. We enjoy multiple team lunches each month when the conversation is both lively and most fun.

Values:

As a team and with our clients we enjoy shared values and believe those values are what make MtM Financial Group so attractive. What We Offer More than competitive salary commensurate with experience Comprehensive benefits package Professional development opportunities with no realistic limitations Licensing exam fees and study materials covered Exceptional team environment focused on growth Opportunity to advance within a growing practice A career in a world that rarely offers a career path Ready to Join Our Team? If you’re looking for a role where you can make a meaningful impact while building your career in financial services, we’d love to hear from you. This position offers the perfect blend of client service, administrative excellence, and professional growth opportunities. We welcome candidates from all professional backgrounds who are eager to learn and grow in the financial services industry.

To Apply:

Please submit your resume along with a brief cover letter explaining why you’re interested in supporting financial advisory services and how your background has prepared you for this multifaceted role. Our firm is committed to maintaining the highest fiduciary standards and regulatory compliance in all aspects of our practice. All positions require adherence to FINRA regulations and our firm’s compliance policies.