Careers With Ambassador Advisors

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 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.

If you’d like to learn more about a position with us, please send a résumé and cover letter or your specific request via email to Amy Malay, Director of Team Development, at amalay@ambassadoradvisors.com.

 

Client Relationship Manager

(Positions available in Lancaster, PA, and Binghamton, NY)

Ambassador Advisors, a Christian advisory firm, is 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.

To apply, please submit your resume with a cover letter that includes a response to the following questions:

  • What excites you most about this position, and what do you hope to accomplish, from a career standpoint, by taking this position?
  • How do you feel you can contribute to our corporate mission and values?

Client Service Coordinator

We are always keeping our eyes and ears open for potential future team members who would be a good fit for our Client Service Coordinator role. The person in the position provides key administrative support to clients and financial advisors.  The position requires someone who is a team player, proactive, tech-savvy, and detail-oriented. Proficiency with MS Word, Excel, and PowerPoint is preferred. A high volume of reports, service forms, and applications are processed.

Financial Planning Specialist

Ambassador Advisors currently has an opening for a full-time Financial Planning Specialist. The successful candidate for this position will be detail-oriented, growth-oriented and have a strong desire to learn. Financial industry experience is preferred. Responsibilities include: conducting research, providing strategy recommendations in light of client objectives, coordinating the preparation of materials for client appointments, trading, account rebalancing, research, portfolio analysis, performance analysis, investment strategy, and responding to questions from clients and financial advisors. The Financial Planning Specialist works with all financial advisors of the firm as well as the Wealth Management team. Bachelor’s degree required.

To apply, please submit your cover letter and resume. In your cover letter, please include a response to the following questions:

  • What are your hobbies and other interests?
  • What excites you most about this position, and what do you hope to accomplish, from a career standpoint, by taking this position?
  • How do you feel you can contribute to our corporate mission and values?