Associate Financial Advisor: Grow with Wealth Management

Bryn Mawr Trust Co.; Wilmington (DE); On-site; USD 77,000 - 127,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

401(k) plan

Life insurance

Disability insurance

FSAs/HSAs

Wellness programs

Parental leave

Military leave

Paid time off

Paid holidays

Job summary

Bryn Mawr Trust, a WSFS Company, is seeking an Associate Financial Advisor to partner with Advisors and Senior Advisors to deliver comprehensive financial planning and investment solutions to mass affluent clients. You will conduct client discovery conversations, identify financial needs, and develop needs-based recommendations to help clients achieve their financial goals.

Designed as a pathway to a Financial Advisor role, the position emphasizes growing client relationships, supporting

Qualifications

• Bachelor’s degree in business administration, Finance, Economics, or related field.
• Must obtain FINRA Series 65 and Life & Health licenses within 6 months.
• Ability to complete CFP certification within 2 years.
• 1–3 years of experience in a support or client-facing role in financial services.
• Strong MS Office 365 skills (Excel, Word, PowerPoint).
• No disclosures on Form U-4.

Responsibilities

• Conduct client discovery meetings to identify investment, retirement and planning needs.
• Engage with branch staff to identify opportunities and generate referrals.
• Support proposals for investment recommendations and annuities.
• Regularly review client goals and adjust the financial plan as detailed in the IPS.
• Maintain accurate client records in Salesforce.
• Ensure adherence to firm policies and regulatory requirements.

Skills

FINRA Series 65

Life & Health licenses

CFP certification

Financial planning

Securities processing

Salesforce

Microsoft Office 365

Education

Bachelor’s degree in business administration, Finance, Economics or related field

Tools

Custodian platforms

Portfolio management systems

CRM tools

Investment research tools

Job description

Bryn Mawr Trust, a WSFS Company, is seeking an Associate Financial Advisor to partner with Advisors and Senior Advisors to deliver comprehensive financial planning and investment solutions to mass affluent clients. You will conduct client discovery conversations, identify financial needs, and develop needs-based recommendations to help clients achieve their financial goals.

Designed as a pathway to a Financial Advisor role, the position emphasizes growing client relationships, supporting