Associate Financial Advisor: Grow Wealth Strategy

Bryn Mawr Trust; Berwyn (PA); On-site; USD 77,000 - 127,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401(k) plan

Wellness program

Job summary

Bryn Mawr Trust, a WSFS Company, seeks an Associate Financial Advisor to partner with Advisors in delivering financial planning and investment solutions to mass affluent clients.

You will develop advisory skills, handle client discovery, needs-based recommendations, and work toward becoming a Financial Advisor, with opportunities to grow through referrals, collaboration, and training.

Qualifications

• Pursue licensing requirements - FINRA Series 65 within 6 months; Life/Health insurance licensing.
• Pursue CFP completion within two years of hire.
• 1-3 years of experience in a support role, or client-facing role, or sales in a financial services firm.
• Strong MS Office 365 skills including Excel, Word and PowerPoint and basic numeracy.

Responsibilities

• Conduct client discovery meetings, from branch referrals, to identify investment, retirement and planning needs.
• Actively engage with branch staff to build trust help identify opportunities, and encourage referrals.
• Support the delivery of proposals for investment recommendations and annuities.
• Periodically communicate with clients to regularly review goals and objectives and reaffirm the appropriateness of the current financial plan as detailed on the IPS.
• Track and follow up on referrals to ensure timely client contact.
• Shadow Advisors and Senior Advisors by participating in client meetings to cultivate a strong working relationship with those clients building trust and establishing a complete understanding of the client’s goals and objectives.
• Gather and analyze client financial data (income, assets, liabilities, insurance and retirement goals).
• Support the development of financial plans covering retirement, investments, tax efficiency, risk management and estate planning basics.
• Assist with portfolio reviews, asset allocation analysis and reviewing rebalancing recommendations coming from the Investment Research Team.
• Become proficient in the custodial and technology platforms that support advisory.
• Maintain accurate client records and documentation in Salesforce.
• Ensure adherence to firm policies, regulatory requirements, and documentation standards.
• Support the mission, strategy, and values of BMTA.

Education

Bachelor's degree in business administration, finance, economics or a business-related major

Tools

FINRA Series 65 licensing

Life/Health insurance licensing

CFP completion (within 2 years)

Job description

Bryn Mawr Trust, a WSFS Company, seeks an Associate Financial Advisor to partner with Advisors in delivering financial planning and investment solutions to mass affluent clients.

You will develop advisory skills, handle client discovery, needs-based recommendations, and work toward becoming a Financial Advisor, with opportunities to grow through referrals, collaboration, and training.