Magellan Financial, Inc.
Asset & Wealth Management in Allentown, Pa
About Us
Join a team where personalized planning meets professional freedom
At Magellan Financial, we empower advisors to focus on what matters most: serving clients with care, clarity, and confidence.
As your practice grows, so do the demands. Many advisors hit a ceiling, not because they lack opportunity, but because they lack capacity. That’s where we come in.
Our consultative planning process, estate planning infrastructure, and dedicated support team allow you to scale without sacrificing service. You stay client-focused while we help carry the operational load.
Whether you’re deepening relationships, expanding your reach, or seeking a team that aligns with your values, Magellan Financial is built to help you grow—without burnout.
Schedule a Confidential Conversation
Why Join Magellan Financial?
Planning-First, Not Product-Driven
We lead with strategy, not sales. Our consultative approach can help you deliver deeper value to clients through comprehensive wealth, retirement, and estate planning strategies. You’ll have access to our established processes that elevate your advice and simplify your workflow.
Freedom to Grow, Backed by a Team
You maintain your entrepreneurial spirit while gaining the support of a multigenerational home office. From onboarding to case design, we’re here to help you deliver exceptional service without the administrative drag.
A Culture of Care and Collaboration
We’re not just a practice. We’re a community. Advisors at Magellan share ideas, solve problems together, and build lasting relationships with clients and colleagues alike. You will feel like you are a part of a team.
Community & Legacy
At Magellan Financial, our story is woven into the fabric of Allentown, PA. Our roots trace back to the 1940s, and today, we’re proud to serve fourth-generation client relationships—a rarity in the financial advisory world.
We’re more than a team. We’re a trusted presence in the lives of families, entrepreneurs, and professionals across the Lehigh Valley and beyond. That legacy is built on personalized attention, long-term thinking, and a commitment to doing what’s right, generation after generation.
When you join Magellan, you become part of a team that values loyalty, integrity, and community impact. You’re not just building a book. You’re building a legacy.
What You Get
- Wealth, Retirement & Estate Strategies: Deliver deeper value with a structured, consultative approach.
- Operational Infrastructure: Offload administrative tasks and free up capacity to focus on client relationships and the growth of your practice.
- Marketing & Branding Support: Elevate your visibility with content and positioning tailored to your client base.
- Collaborative Team Environment: Tap into decades of experience and shared insights, without competition or silos.
- Local Presence, National Reach: Serve clients across the Lehigh Valley and beyond, backed by a team with deep community roots.
We care about the totality of our team members’ lives – not just about how they’re performing at work. What are their personal goals, and how can we support them? When something is going on in their lives, how can we be there for them?
Who We’re Looking For: Wealth Advisor
Are you a motivated, client-centered financial advisor ready to take your next big step?
Magellan Financial, Inc. of Heirloom Wealth Advisors is seeking a growth-oriented advisor to join our dynamic, family-focused team. We are looking for a driven professional with 3+ years of experience managing client relationships, who can either bring a small book of business or step into a curated book we’ll help you grow. You’ll receive the resources, mentorship, and infrastructure needed to take your career to the next level.
What You’ll Do:
- Build and deepen client relationships through networking, marketing, and strategic outreach.
- Collaborate with our senior advisors and planners to craft personalized investment proposals and investment plans.
- Deliver exceptional service while growing your own client base aligned with our team’s long-term strategy.
- Learn our disciplined Wealth Planning Process and leverage tools.
Ideal Candidate:
- Brings initiative and is eager to expand an existing client base.
- Committed to becoming (or already is) a CFP® professional.
- Possesses FINRA Series 7 & 66 (or 63 & 65) securities registrations.
- Thrives in a collaborative, in-person office environment.
- Engage with clients while understanding sensitivity to diverse cultures within our community, to help ensure clarity and trust in financial decision-making.
Why Join Us?
As a Magellan Financial Advisor, you will offer comprehensive wealth management advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional client experience by offering thoughtful guidance and Magellan professional network connections that deepen client relationships.
We can provide operational and administrative support to help ensure smooth transitions and business growth. We offer a fun, engaging environment with strong mentorship, full benefits (health, dental and vision ins), HSA plan, paid time off, 401(k) with match, profit sharing, and a clear path to advancement. You’ll play a key role in the growth of both your book and our team.
We care about the totality of our team members’ lives – not just about how they’re performing at work. What are their personal goals and how can we support them? When something is going on in their lives, how can we be there for them?
Schedule: Monday to Friday, In Office/In Person, Flexible 8-hour shift
Location: 1605 N. Cedar Crest Blvd., Suite 111, Allentown, PA 18104
Contact: Cristy Joy Church, Operations Manager | Cristy.Church@wfafinet.com
Ready for a Better Experience—for You and Your Clients?
At Magellan Financial, we’ve built a practice where advisors can grow without burnout, serve without compromise, and build legacies that last.
If you’re an experienced advisor looking for more support, more purpose, and more capacity, we’d love to hear your story.
Let’s Have a Confidential Conversation About What Your Future Could Look Like Here.
Schedule a Confidential Intro Call
No pressure. Just possibilities.