Financial Advisor – Chambersburg, PA
Candidates must be dedicated to working with clients as a full-time fiduciary on a tailored and customized basis specifically to help them achieve THEIR financial goals, mission, and dreams. Uniquely, this position has no sales goals/pressure/commissions, and this person is not expected to bring clients with them. Our company receives many referrals, and we are looking for someone to meet with prospective clients to assist with onboarding them. Successful candidate will be responsible for leading scheduled, recurring meetings with the firm’s clients to review their financial progress, answer questions, and adjust plans based on life changes. Other work-related duties will include follow-up, answer client questions, and working on projects with the team. We will work with the right person to teach our way of doing things as needed. This is not an ownership/equity position. This is a great career opportunity that won’t come available often.
Qualifications:
- Experience meeting with clients
- Business degree not required but a plus
- Series 65 license appreciated (will be required eventually)
- CFP (or similar) a plus, but not required
- Additional certification or licenses a plus, but not required
- Officer level position
- No sales goals or pressure
Compensation: We have a history of compensating team members well and will gladly discuss with each candidate. Dependent on years of experience, qualifications, and designations.
Office Administrator – Chambersburg, PA
The Office Administrator will complete the day-to-day tasks of serving our clients and supporting other team members in their work to take great care of clients. The successful candidate will have excellent client-facing communication skills, strong math skills, and computer skills. The Office Administrator will need to be very comfortable talking with clients in person and on the phone and will manage the busy calendars of the advisors in the office. RMD familiarity is not required but a plus.
Compensation: $20.00 – $29.75 per hour
Required in office hours for both positions are 8:30 AM to 5:00/5:30 PM Monday through Friday at our Chambersburg office, except for days when the stock market is closed.
Benefits:
- Generous 401(k) and match (3% company contribution, plus additional 4% match)
- Profit sharing plan up to 7% more per year (discretionary)
- Annual bonus plan (discretionary)
- Vacation/Sick Time/Paid Holidays
- Great working environment
- Great company culture
To apply, please provide the following items by August 22, 2026*:
- Cover Letter
- Resume/CV
- Three references with at least one professional reference
Email Chris and Kristin: Chris@truNorthFS.com, Kristin@truNorthFS.com
Office Phone: (717) 267-1426 Website: www.truNorthFS.com
*Interviews will begin as candidates apply. The position can be filled before the deadline for
