Associate Financial Advisor: Path to Wealth Planning

WSFS Bank; Wilmington (DE); Hybrid; USD 77,000 - 127,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k) plan

Life, disability insurance

FSAs/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 comprehensive planning and investment solutions to mass affluent clients. The role emphasizes client discovery, needs-based recommendations, and relationship development within branch teams.

The position serves as a pathway to a Financial Advisor role, with increasing responsibility for client relationships, business development, and production results over time.

Qualifications

• Bachelor’s degree in business administration, Finance, Economics or a business-related major is highly preferred.
• Must be able 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.
• General knowledge of investment principles, securities processing and custodian platforms.
• 1–3 years in a support or client-facing role in financial services.
• Strong MS Office 365 skills including Excel, Word and PowerPoint.

Responsibilities

• Conduct client discovery meetings to identify investment, retirement and planning needs.
• Engage with branch staff to identify opportunities and encourage referrals.
• Support the delivery of proposals for investment recommendations and annuities.
• Regularly review goals and update the financial plan as detailed in the IPS.
• Track and follow up on referrals to ensure timely client contact.
• Shadow Advisors to build understanding of client goals and relationships.
• Gather and analyze client financial data (income, assets, liabilities, retirement goals).
• Support development of financial plans covering retirement, investments, tax efficiency, risk management and estate planning basics.
• Assist with portfolio reviews and asset allocation analyses.
• Become proficient in custodial and advisory technology platforms and maintain client records in Salesforce.
• Ensure adherence to firm policies and regulatory requirements.

Skills

Client discovery

Investment planning

Relationship management

Microsoft Excel

PowerPoint

Salesforce

FINRA 65

CFP planning

Education

Bachelor’s degree in business administration/Finance/Economics

CFP certification within 2 years

FINRA Series 65 within 6 months

Tools

Salesforce

Job description

Bryn Mawr Trust, a WSFS Company, seeks an Associate Financial Advisor to partner with Advisors in delivering comprehensive planning and investment solutions to mass affluent clients. The role emphasizes client discovery, needs-based recommendations, and relationship development within branch teams.

The position serves as a pathway to a Financial Advisor role, with increasing responsibility for client relationships, business development, and production results over time.