The Founders started Members’ Wealth with a vision to reinvent wealth management where service comes before sales, clients are always first and where our financial professionals are all owners as we believe in being fiercely independent. Members’ Wealth offers individuals and families access to a comprehensive suite of services, including customized wealth management, investment advisory, tax and estate planning and other services.

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At Members’ Wealth, we are a boutique financial advisory firm committed to delivering comprehensive financial planning and exceptional client service. We are seeking a Financial Advisor with an existing client base who is passionate about wealth management and creating personalized, full-service strategies for their clients. If you excel at serving clients and providing comprehensive planning but find sales and marketing to be a challenge, we offer the perfect solution.

Our CEO takes an active role in business development, driving client acquisition through our proven marketing program. Advisors at Members’ Wealth are empowered to focus on building strong relationships and delivering tailored financial solutions while benefiting from the steady flow of new clients generated by our firm.

With our modern, family office-style approach, we provide the resources and support you need—including investments, tax, risk, and estate planning—so you can confidently deliver holistic, high-quality service to your clients.

Why join as an advisor?

Given all the options you have out there, why would you consider Members’ Wealth to bring and grow your book of business?

You become a member and an owner of a fiercely independent organization. Therefore, you can look your client in the eyes and say their interests come first. You do not have to answer to public shareholders or private equity owners.

Customization is at our roots. It is a core belief. If you know your clients like we know our clients, then you know what is right for them. We respect that. You do not lose customization.

Humans all have our own specialties and passions. Advisors are no different. Do you love investments but want to also offer planning, then check out our experienced planners to serve your clients. Do you love planning but are not as enamored with investing, then check out our team of experienced investment professionals. Do you want support all around so you can focus on service and marketing – we have you covered.

We’re looking for a candidate who has:

• 5 or more years’ experience as a financial advisor
• Business development and relationship management skills
• Series 63 and 65
• A proven wealth management practice

Job Description

Members’ Wealth is seeking an Advisor. The Advisor is responsible for the management of client/family relationships. The Advisor is responsible for a comprehensive client experience utilizing a full-service suite offering with the goal to preserve and growth client wealth.

Key Responsibilities

• Build and maintain long term relationships with clients, prospects:
• An entrepreneurial approach of building a business with the support of our financial professionals.
• Ability to deliver a great client experience by effectively arranging internal and external resources to deliver a comprehensive wealth management solution including but not exclusive to investments, tax, trust and estate.
• Drive business results by acquiring new assets from existing and new clients.
• Strong wealth management acumen by understanding public and private markets, portfolio construction and management, goals-based planning, and estate, tax and philanthropic planning considerations.
• Utilize technology and resources to meet business deliverables and deadlines.
• Coordinate information that is presented to prospects and clients.

Qualifications

• Bachelor’s Degree Required; CFP, CPA, JD, MBA and/or CFA preferred.
• 5+ years of experience in wealth management in a relationship management/business development role
• Trained in financial planning, asset allocation and investments.
• Demonstrated track record of success and strong business acumen.
• Developed community network and established presence.
• Strong communication skills, both written and verbal, and engaged listening.
• Excellent time management skills including multi-tasking and prioritizing responsibilities.
• Exceptional problem-solving capabilities in an entrepreneurial environment
• Excels in a high-performance culture with accountability and high client centricity.
• Series 65 license required.

What We Offer

Members’ Wealth offers a competitive compensation package, ownership opportunities, and a benefits package to all full-time employees.

Members’ Wealth LLC provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Members’ Wealth LLC provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws.

Summer 2026 Internship Program 

Location: On-Site in Media, PA  (In-Office Required) 

Duration: 10-12 weeks (June - August 2026)  

Application Deadline: October 5, 2025 

Are you a college student looking to gain real-world experience in wealth management? Join our team at Members’ Wealth, for the Summer 2026 Internship Program! We are seeking motivated and enthusiastic students graduating in the classes of 2027, 2028, and 2029 to join us at Members' Wealth for an exciting summer of learning, growth, and hands-on experience.  

About Us:  

Members Wealth is a boutique wealth management firm serving successful families across the Philadelphia region with our goals of perseverance, growth, endurance, and evolution for our clients and their wealth. Our internship program in Media, PA, is designed to provide students with meaningful opportunities to contribute to real projects, develop their skills, and gain valuable insights into their chosen career paths.  

Internship Overview: 

As an intern at Members Wealth, you will: 

• Work on Real Projects: Contribute to ongoing projects that impact our business and gain hands-on experience in your field. 

• Collaborate with Professionals: Work alongside industry experts who are passionate about mentoring and helping you grow. 

• Develop Your Skills and Knowledge: Get exposure to real client work and build your skills in financial planning, investment analysis, marketing, and more. 

Qualifications: 

• Currently enrolled in a Bachelor’s degree program, graduating in 2027, 2028, or 2029 

• Strong academic record (GPA of 3.0 or higher preferred) 

• Passion for wealth management and helping others 

• Excellent communication, teamwork, and problem-solving skills 

• Eagerness to learn and take on new challenges 

• Proficiency in Excel is desired  

Internship Opportunities Available In: 

• Wealth Management 

• Investment Analysis 

• Marketing & Communications