Porter + Guide Wealth Management, Harleysville, PA, is a trusted financial advisory firm dedicated to helping individuals and businesses achieve long-term financial success. Focused on relationships and collaboration, Porter + Guide Wealth Management offers a partnership and client centric approach to financial planning. The dedicated team of financial advisors utilizes an intentional, purposeful, and proactive process to create financial plans and investment management strategies to help guide clients toward the future they’ve always envisioned.

Porter + Guide Wealth Management is seeking a Workplace Retirement Advisor to spearhead the development and delivery of retirement plan advisory services for employer-sponsored plans. This role combines strategic leadership with hands-on client engagement, ensuring that businesses and their employees receive exceptional guidance on retirement planning and fiduciary responsibilities. The ability to develop and implement business strategies that align with the Porter + Guide mission is essential to the role. The ideal candidate will possess genuine care for clients, have a desire to learn and grow within the financial industry, and enjoy building relationships.
 
Workplace Retirement Advisor Position Qualifications:

• A minimum of 5 years of demonstrated experience in a leadership position required; experience in a professional services role, preferred
• Entrepreneurial mindset with the ability to build a service line from the ground up and a successful track record of building new and strengthening existing relationships in a business setting
• Previous experience in the wealth management industry, retirement or financial services industry, a plus
• Demonstrated proficiency with technology including Microsoft Office Suite
• Excellent verbal and written communication skills, essential
• Demonstrated community involvement, strongly preferred