Aspiring Financial Advisor: Wealth Planning Path

WSFS Bank; Northern (KY); Hybrid; USD 77,000 - 127,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k) plan

Life, accident, and disability ins.

Flexible spending accounts (FSAs)

Health savings accounts (HSAs)

Wellness programs

Paid parental leave

Job summary

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

This role develops advisory skills, client relationship management, and technical knowledge with a path toward a Financial Advisor role. Finra/ CFP progression planned.

Qualifications

• Bachelor's degree in business, finance, economics or related major preferred.
• Pursue FINRA Series 65 within 6 months; insurance licensing for Life and Health.
• Pursue CFP completion within two years of hire.
• General knowledge of custodian platforms and investment principles.

Responsibilities

• Conduct client discovery meetings to identify investment and planning needs.
• Engage with branch staff to generate referrals and build trust.
• Support delivery of investment proposals and annuities.
• Regularly review goals and reaffirm the financial plan.
• Track referrals and maintain timely client contact.
• Shadow senior advisors to learn client management and goals.
• Analyze client financial data to inform planning and goals.
• Assist with financial plans covering retirement, investments, tax efficiency, risk management, and estate basics.
• Support portfolio reviews and asset allocation analyses.
• Maintain accurate client records in Salesforce and comply with policies.

Skills

Microsoft Excel

Microsoft Word

PowerPoint

Analytical skills

Organizational skills

Interpersonal communication

Team collaboration

Client relationship management

Education

Bachelor's degree in business/finance/economics

FINRA Series 65 (within 6 months)

Life and Health insurance licensing

CFP completion within 2 years

Tools

Salesforce

Custodian platforms knowledge

Job description

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

This role develops advisory skills, client relationship management, and technical knowledge with a path toward a Financial Advisor role. Finra/ CFP progression planned.