Financial Advisor

You’re good at this work. You know how to talk to clients, build a financial plan, and catch the details that other people miss. But somewhere along the way, you realized you don’t want to spend your career chasing new business. You want to do the work that actually matters: helping real people make smart decisions about their money.

That’s exactly what this role is.

Wheeler Financial is a growing, second-generation wealth management firm in Wilmington, Delaware. We do things differently. Our president, Jay Wheeler, wrote the book Un-Surprise Me! and delivered a TEDx talk on behavioral finance. We use values-based planning to help clients understand not just what to do with their money, but why. If you’re tired of firms that treat financial planning like a sales exercise, you’ll feel at home here.

The culture here is simple: we care about each other, we grind when we need to, and we take care of our clients before chasing new business. The people who th...