Careers with Ambassador Advisors

Take Your Faith and Family Values Into Work

If you’re seeking a challenging career that provides you with an opportunity to serve others every day, a position at Ambassador Advisors could be for you. The team at Ambassador offers investment and stewardship counsel to families, businesses, churches and other nonprofit organizations throughout the region, helping these faithful stewards DO MORE with their resources.

Open Positions

 

Portfolio Manager  Operations Associate    Client Service Associate    Analyst

  Financial Advisor  Associate Financial Advisor   Client Relationship Manager

 

To apply for an open position, please click the application link for that position. If you have a general question for our Team Development department, please send it to teamdev@ambassadoradvisors.com.

Benefits Information

Our Mission

To support and promote Biblical stewardship through appropriate financial planning, estate strategies, and money management services for the benefit of nonprofits, charities, individual donors, and investors.

Our Vision

To help others maximize their stewardship of God’s resources.

Our Core Values

Following God | Teaching Stewardship | Demonstrating Expertise | Exemplifying Integrity | Fostering Teamwork | Enriching Relationships

Learn More

About Ambassador Advisors

  • Operating for more than 30 years
  • Serving 3,000+ clients, families, businesses and nonprofits
  • Five offices and growing to serve a diverse client base

Associate Financial Advisor

Job Description

We are currently seeking a full-time Associate Financial Advisor to work with an established book of business. The ideal candidate will possess a minimum of one year experience in financial planning and advisory service, as well as be excellent at “mining” for opportunity with existing clients. All candidates must be a team player, proactive, tech-savvy, and detail-oriented. SIE, Life & Health, Series 6 licensing is ideal. Series 7 and 66 (or Series 63 and 65) broker licensing required within six months of hire.

Advisors at Ambassador offer investment and stewardship counsel to families, businesses, churches and other nonprofit organizations throughout the region, helping these faithful stewards DO MORE with their resources.  This position will serve as a primary liaison to many of these clients, as well as for other Advisors on the Ambassador team.  There is a high volume of client phone calls to answer questions relating to accounts and planning. There will be a medium volume of client meetings. For the right candidate, this position offers a rare opportunity for potential growth and control over your compensation potential.

Locations

Lancaster, PA | Binghamton, NY | Ft. Myers, FL | Naples, FL

Apply Now

Client Relationship Manager

Job Description

We are currently seeking a full-time Client Relationship Manager with a minimum of three years experience in finance and investments. The person in the position provides key support to clients and financial advisors. Series 7 and 66 broker licensing required (currently have or achieve within three months of hire). The position would be a good fit for someone who is entrepreneurial, a team player, proactive, tech-savvy, and detail-oriented. There is a high volume of client phone calls to answer client questions relating to their accounts and financial plan. There will be a low-to-medium volume of client meetings. For the right candidate, this position offers a rare opportunity for potential growth and control over your compensation potential.

Locations

Lancaster, PA | Binghamton, NY | Ft. Myers, FL | Naples, FL

Apply Now

Portfolio Manager

The Portfolio Manager serves as the primary allocator of client assets.  This includes the management of multiple related strategies, and utilization of a team environment to achieve maximum risk/reward for clients within a faith-based investing philosophy.  In addition, the Portfolio Manager is entrusted with sharing market outlooks with advisors, clients, and employees to create a shared vision.

Location
Lancaster, PA

Learn More about this position, including qualifications and responsibilities.

Apply Now

Analyst

The Analyst is primarily responsible for daily trading and market updates. As a member of the investment team, the Analyst will also assist with investment research and reporting, as well as basic financial planning on an as needed basis.

Location
Lancaster, PA

Learn More about this position, including qualifications and responsibilities.

Apply Now

Operations Associate

The Operations Associate is primarily responsible for the Firm’s day-to-day custody relationship with Charles Schwab & Co., Inc. and Pershing Advisor Solutions, LLC. As a member of the Operations Team, the Operations Associate will also oversee the Firm’s new account opening process and assist with multiple periodic reconciliations.

Location
Lancaster, PA

Learn More about this position, including qualifications and responsibilities.

Apply Now

Client Service Associate

Job Description

Ambassador Advisors, a Christian financial advisory firm, is currently seeking a full-time, entry-level Client Service Associate. The person in the position provides key administrative support to clients and financial advisors. This position would be a good fit for someone who is a team player, respectful, proactive, tech-savvy, and detail-oriented. Excellent written and verbal communication skills, as well as proficiency with MS Word and Excel is expected. A high volume of reports, service forms, and applications are processed in preparation for and in follow-up to client appointments. Financial industry experience is helpful, but not required.

Locations

Lancaster, PA

Apply Now

Benefits Package

The firm offers a robust benefit package, which includes:

  • 100% company-paid employee health insurance (high-deductible health plan)
  • company contribution to health insurance premiums for spouses and dependents
  • $2,000 annual company contribution to employee’s health savings account
  • voluntary dental and vision insurance
  • company-paid disability and group life insurance
  • 401(k) with a 3% company automatic contribution
  • company-wide bonus based on firm revenue and individual performance
  • 15 days of Paid Time Off; 10 Paid Holidays; 2 Paid Service Days
  • frequent team building events and activities
  • nonprofit gift matching of up to $250 per team member per calendar year
  • professional photography
  • weekly (optional) team devotions
  • company-paid professional development program
  • robust family medical leave policy
  • Growth opportunities and promotion from within. From the starting role of Client Service Associate, we now have team members who have advanced to the following roles: Client Relationship Manager, Financial Advisor, Senior Operations Associate, and Director of Team Development.
  • Convenient office location with immediate highway access, green space, and restaurants very nearby