Financial Advisory Associate - Grow Toward Advisor

Bryn Mawr Trust Co.; Northern (KY); Hybrid; USD 77,000 - 127,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k) plan

Paid time off and holidays

Life, disability insurance

Job summary

Bryn Mawr Trust Co., a WSFS Company, is seeking an Associate Financial Advisor to partner with Advisors in delivering tailored financial planning and investment solutions to mass affluent clients. The role emphasizes client discovery, needs-based recommendations, and growing relationships through referrals.

This position targets individuals developing advisory skills and pursuing licensure CFP within two years, with opportunities to progress to a Financial Advisor role as responsibilities expand.

Qualifications

• Bachelor's degree in business, finance, economics or related field preferred.
• Pursue licensing requirements - FINRA Series 65 within 6 months and insurance licensing for Life and Health.
• Pursue CFP completion within two years of hire.
• 1-3 years in a support or client-facing role in financial services.
• Strong MS Office 365 skills (Excel, Word, PowerPoint) and numeracy.
• Ability to work collaboratively in a team-based advisory environment.
• 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 referrals.
• Support delivery of investment recommendations and annuities proposals.
• Communicate with clients to review goals and reaffirm the financial plan.
• Track referrals to ensure timely client contact.
• Shadow Advisors and Senior Advisors in client meetings for relationship building.
• Analyze client financial data and assist with financial planning basics.
• Assist with portfolio reviews and rebalancing discussions from the Investment Research Team.
• Become proficient with custodial and advisory technology platforms.
• Maintain accurate client records in Salesforce and comply with policies.

Skills

Client relationship management

Analytical and organizational skills

Team collaboration

Education

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

Tools

FINRA Series 65 licensing path

Life and Health insurance licensing

Custodian platforms and investment principles

Job description

Bryn Mawr Trust Co., a WSFS Company, is seeking an Associate Financial Advisor to partner with Advisors in delivering tailored financial planning and investment solutions to mass affluent clients. The role emphasizes client discovery, needs-based recommendations, and growing relationships through referrals.

This position targets individuals developing advisory skills and pursuing licensure CFP within two years, with opportunities to progress to a Financial Advisor role as responsibilities expand.