Careers with Ambassador Advisors

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

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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

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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.

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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