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Registered Advisor Assistant
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Landis Financial Advisors, Inc.
Lancaster, PA (In Person)
$90,000 Salary, Full-Time
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Job Description
Registered Financial Associate About Landis Financial Advisors Founded in 2008 by President Eric L. Landis, Landis Financial Advisors, Inc. is an independent wealth management and retirement planning firm dedicated to helping clients plan, accumulate, manage, and protect their wealth. Our mission is to provide comprehensive financial planning that thoughtfully coordinates every aspect of a client's financial wellbeing — helping individuals and families make informed decisions with confidence as they prepare for and transition through retirement. Through personalized service, holistic planning, and forward-thinking strategies, our team is committed to delivering exceptional client experiences and long-term relationships. As our firm continues to grow, we are seeking dedicated professionals who value professionalism, integrity, continuous learning, and meaningful client relationships. About the Position Landis Financial Advisors is seeking a Registered Financial Associate to support our financial advisors with client service, account administration, appointment preparation, and operational support. This is an excellent opportunity to join a growing and highly respected firm in Lancaster County, PA affiliated with LPL Financial, the nation's largest independent broker-dealer. The ideal candidate is highly organized, detail-oriented, professional, and motivated to grow within the financial services industry. Success in this role requires strong communication skills, sound judgment, a commitment to ethical conduct, and the willingness to learn and embrace our firm's established systems and service model. Performance-based bonuses are available as advisors and the firm achieve growth objectives. Key Responsibilities Serve as a primary point of contact for advisor phone calls and client communications Schedule appointments and prepare meeting materials and account-opening documentation Assist with servicing client accounts and handling follow-up requests in a timely and professional manner Deliver exceptional client service through strong communication and attention to detail Accept and process trade requests accurately and efficiently Maintain and organize client files and records to ensure accuracy and compliance Provide operational and administrative support to advisors Assist in preparing for client review meetings and ongoing relationship management Occasionally participate in client meetings alongside advisors Stay current on industry trends, compliance requirements, and company policies Maintain active securities registrations and licensing requirements Qualifications Active Series 7 and Series 63 registrations required SIE required 2+ years of experience in the financial services industry preferred Strong organizational and multitasking abilities Excellent written and verbal communication skills High level of professionalism, discretion, and ethical standards Ability to work efficiently in a fast-paced, team-oriented environment Experience with LPL Financial systems and/or Redtail CRM is a plus Compensation & BenefitsCompensation Base salary plus performance-based incentives On-target earnings: $80,000•$100,000 Benefits 401(k) with 4% company match Health insurance Dental insurance Health Savings Account (HSA) Paid holidays and paid time off Ongoing professional development and training opportunities Supportive and collaborative team environment