Aspiring Financial Advisor – Mass Affluent Focus

Bryn Mawr Trust Advisors, LLC; United States; On-site; USD 77,000 - 127,000; Full time

Job summary

Bryn Mawr Trust Advisors, a WSFS Company, seeks an Associate Financial Advisor to partner with Advisors in delivering planning and investment solutions to mass affluent clients. You will focus on discovery, needs-based recommendations, and grow relationships through referrals.

The role targets developing advisory skills, client management, and technical knowledge with a goal to progress to a Financial Advisor role. Ideal for candidates building experience with mass affluent clients.

Qualifications

• Bachelor’s degree in business administration, finance, economics, or related major.
• Pursue FINRA Series 65 within 6 months and insurance licensing.
• Pursue CFP completion within two years of hire.
• 1–3 years of experience in a support or client-facing role in financial services.

Responsibilities

• Conduct client discovery meetings to identify investment and planning needs.
• Engage with branch staff to identify opportunities and encourage referrals.
• Support proposals for investment recommendations and annuities.
• Review goals and updates to confirm ongoing suitability of the plan.
• Maintain accurate client records in Salesforce.
• Ensure compliance with firm policies and regulatory requirements.

Skills

Client discovery

Relationship management

Financial planning

Analytical skills

Team collaboration

Education

Bachelor's degree in business administration/finance

Tools

Salesforce

Job description

Bryn Mawr Trust Advisors, a WSFS Company, seeks an Associate Financial Advisor to partner with Advisors in delivering planning and investment solutions to mass affluent clients. You will focus on discovery, needs-based recommendations, and grow relationships through referrals.

The role targets developing advisory skills, client management, and technical knowledge with a goal to progress to a Financial Advisor role. Ideal for candidates building experience with mass affluent clients.