FINANCIAL ADVISOR / SUB-ADVISOR — MAINLINE CAPITAL
Location: Devon, PA + Travel
Compensation : Base + Bonus markers + growth potential (Commission structure TBD)
Employment type: Full-time / Part-Time
About Mainline Capital :
Mainline Capital Investment Associates is a growing, boutique wealth-management and financial-planning firm focused on fiduciary advice, personal service, and long-term client relationships. We combine traditional values with modern financial strategy — and we’re expanding our advisory team.
Position Overview :
We are seeking a motivated Financial Advisor or Sub-Advisor to help lead front-end client engagement and relationship management. This role involves direct client interaction, planning support, travel (vehicle required) and growth within a young, entrepreneurial firm.
Key Responsibilities :
- Conduct introductory and review meetings with clients and prospects
- Run annual and semiannual reviews and set follow-up meetings
- Make outreach calls to clients and leads
- Assist in seminars, workshops, and community events
- Work toward obtaining insurance licensing and Series 65 registration (firm support provided)
- Support portfolio reviews, retirement-income plans, and insurance analysis
- Coordinate with senior advisors on ongoing financial-planning cases
Ideal Candidate :
- Fast learner and self-starter with strong initiative
- Charismatic and confident communicator — comfortable in conversation and presentation
- Detail-oriented and patient, able to follow a process and learn technical material
- Client-focused, dependable, and genuinely interested in helping others
- Career-minded, looking to grow into an advisory or partnership role
Why Join Us :
- Small-firm environment with direct mentorship and clear path for advancement
- Comprehensive training toward licensing and client-management proficiency
- Exposure to high-net-worth planning, retirement income design, and asset-management strategy
- Opportunity to grow as the firm grows — your success fuels our success
To Apply :
Email your résumé and a short paragraph about why this role excites you to address
(Include “Financial Advisor Position” in the subject line.)
Mainline Capital Investment Associates
“Exceptional Service. Tailored Advice. Personalized Planning.”
www.mainline-capital.com
