Wealth Planning Associate

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

Benefits offered by this job

Medical/dental/vision

401(k)

Insurance

FSAs/HSAs

Wellness program

Parental leave

Paid time off

Sick leave

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 with assets under $2 million.

This role conducts client discovery conversations, develops needs-based recommendations, and deepens client relationships through branch referrals while delivering high levels of service. It serves as a pathway to a Financial Advisor role over time.

Qualifications

• Bachelor’s degree in business administration, Finance, Economics or a business-related major is highly preferred.
• Must have the 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 general knowledge of investment principles, securities processing and clearing, custodian platforms, portfolio management systems, and client relationship management tools.
• 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.
• Demonstrated professionalism, sound judgment, and a polished, client-focused demeanor.
• Strong analytical, problem-solving, and organizational skills with a keen attention to detail.
• Excellent written and verbal communication skills, with the ability to build and maintain professional relationships.
• Ability to work effectively in a collaborative, team-oriented advisory environment while managing multiple priorities and meeting deadlines.
• Demonstrated initiative, self-motivation, and the ability to complete assignments accurately and efficiently with minimal supervision.
• Financial Planning and Wealth Management acumen is preferred.
• 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

FINRA Series 65

Life & Health licenses

CFP certification

Investment principles

CRM tools

Excellent communication

Team collaboration

Education

Bachelor's degree in business/finance

Tools

Salesforce

Portfolio management systems

Investment research systems

Excel

Word

PowerPoint

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 with assets under $2 million.

This role conducts client discovery conversations, develops needs-based recommendations, and deepens client relationships through branch referrals while delivering high levels of service. It serves as a pathway to a Financial Advisor role over time.