Associate Financial Advisor: Growth Path

Bryn Mawr Trust Advisors, LLC; Bellevue (WA); On-site; USD 77,000 - 127,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) plan

Life, accident, and disability 보험

Flexible spending accounts (FSAs) and

Job summary

Bryn Mawr Trust, a WSFS Company, is seeking an Associate Financial Advisor to partner with Advisors to deliver planning and investment solutions to mass affluent clients. This role conducts client discovery conversations, identifies financial needs, and develops needs-based recommendations to help clients achieve their financial goals.

This position serves as a pathway to a Financial Advisor role, with opportunities to deepen client relationships, expand referrals, and increase production over

Qualifications

• Bachelor’s degree in business administration, Finance, Economics or a business-related major is highly preferred.
• Ability to obtain FINRA Series 65 and Life & Health licenses within 6 months of hire.
• Ability to complete CFP certification requirements within 2 years of hire.
• Must have 1 to 3 years of experience in a support role, or client facing role, or sales in a financial services firm.
• Strong Microsoft Office 365 skills including Excel, Word and PowerPoint and basic numeracy are required.
• Must have no disclosures on Form U-4.

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.
• Additional responsibilities as required.

Skills

Financial planning

Client relationship management

Analytical skills

Team collaboration

MS Office 365

Education

Bachelor’s degree in business administration, Finance, Economics or a business-related major

Tools

Excel

Word

PowerPoint

Job description

Bryn Mawr Trust, a WSFS Company, is seeking an Associate Financial Advisor to partner with Advisors to deliver planning and investment solutions to mass affluent clients. This role conducts client discovery conversations, identifies financial needs, and develops needs-based recommendations to help clients achieve their financial goals.

This position serves as a pathway to a Financial Advisor role, with opportunities to deepen client relationships, expand referrals, and increase production over