Associate Financial Advisor
$77.39k - $127.14kFull-time
Bryn Mawr Trust
Job Description Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses. The Associate Financial Advisor partners 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, identifies financial needs, and develops needs-based recommendations to help clients achieve their financial goals. The Associate Financial Advisor also deepens client relationships through referrals generated within the branches while providing a high level of client service and support. Designed for individuals developing advisory skills, client relationship management, and technical knowledge, this position serves as a pathway to a Financial Advisor role. Over time, the role assumes increasing responsibility for client relationships, business development, and production results. Job Responsibilities :
$77,390.00 - $127,139.75 Individual base pay may vary on additional factors such as the candidate's experience, job-related skills, relevant education, geographic location, and other specific business and organizational needs. In addition to base salary, WSFS Financial Corporation (WSFS) and its subsidiaries may offer eligible Associates discretionary and formula-based incentive and retention awards. WSFS provides a competitive benefits package, which includes medical, dental, and vision coverage; a 401(k) plan; life, accident, and disability insurance; flexible spending accounts (FSAs) and health savings accounts (HSAs); and wellness programs. Additional benefits may include paid parental leave, military leave, vacation and other paid time off, sick leave in accordance with applicable state laws, and paid holidays. Benefit offerings are subject to eligibility requirements, legal limitations, and may vary based on an Associate's location and employment status. For more information about Associate benefits, please visit WSFS Bank is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation, including technical assistance with the WSFS Bank Careers website or submission process, please contact us via email at View email address on us.fitly.work. WSFS is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
- 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.
- 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.
$77,390.00 - $127,139.75 Individual base pay may vary on additional factors such as the candidate's experience, job-related skills, relevant education, geographic location, and other specific business and organizational needs. In addition to base salary, WSFS Financial Corporation (WSFS) and its subsidiaries may offer eligible Associates discretionary and formula-based incentive and retention awards. WSFS provides a competitive benefits package, which includes medical, dental, and vision coverage; a 401(k) plan; life, accident, and disability insurance; flexible spending accounts (FSAs) and health savings accounts (HSAs); and wellness programs. Additional benefits may include paid parental leave, military leave, vacation and other paid time off, sick leave in accordance with applicable state laws, and paid holidays. Benefit offerings are subject to eligibility requirements, legal limitations, and may vary based on an Associate's location and employment status. For more information about Associate benefits, please visit WSFS Bank is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation, including technical assistance with the WSFS Bank Careers website or submission process, please contact us via email at View email address on us.fitly.work. WSFS is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Associate Financial Advisor in Delaware, OH vacancy
$110k - $130k
...Position: Associate Financial Advisor Location: Columbus, Ohio Status: Full time, in office Compensation $110,000-$130,000 per year The best and brightest always have choices in the tax and financial services arena. Working with us, a rapidly growing, private, independent...SuggestedFull timeWork at officeTranscend Practice Management
Columbus, OH8 hours ago$75k - $90k
...· Hybrid (2–3 days in office) · Full-time You must have: Financial planning or wealth management experience · Tax-forward mindset... ...over time. Why this role is remarkable A direct path from associate to lead advisor — real mentorship from a founder actively managing growth...SuggestedFull timeWork at officeForgent
Columbus, OH8 hours ago- Transcend Practice Management is seeking an Associate Financial Advisor in Columbus, Ohio. As part of a dedicated team, you will collaborate on comprehensive financial planning and provide high-quality service to affluent clients. The ideal candidate will possess a Bachelor...Suggested
- ...growth, we would like to meet you. Responsibilities Support Wealth Advisor in delivering exceptional services to clients, with the... ...relationships. Advanced capability of all wealth, investment, and financial planning processes Begins to prepare and make recommendations for...SuggestedPermanent employmentTemporary workWork at officeFlexible hours
Corient Services LLC
Columbus, OH3 days ago - ...First Western Trust is seeking a Wealth Advisor Associate to support comprehensive wealth management for prospective and existing clients. You will prepare proposals, respond to fiduciary inquiries, and collaborate with Senior Wealth Advisors on plan reviews and client...Suggested
First Western
Columbus, OH5 days ago - ...As a Financial Advisor with First Commonwealth, your primary focus is to advise clients and prospects on a full range of investment, retirement and insurance products in order to best meet their needs. With a sense of urgency you work to collect and analyze income, assets...Bank staff
First Commonwealth Bank
Delaware, OH8 hours ago $85k - $119k
...enjoys helping clients navigate complex financial decisions and achieve their long-term goals... ...with clients and professional advisors, and approach every interaction with integrity... ...you. About the Role The Wealth Advisor Associate plays a key role in supporting comprehensive...Full timeWork at officeFlexible hours- ...family-office and wealth manager focused on ultra-high- and high-net-worth clients. The role supports a Wealth Advisor, helping deliver client-centered financial planning and investment guidance, with increasing independence over time. You will prepare client meetings,...Work at office
- First Western Trust is seeking a Wealth Advisor Associate to support comprehensive wealth management in an in-office Cherry Creek, CO environment. You will prepare proposals, respond to fiduciary inquiries, and assist senior advisors with plan reviews and client meetings...Work at office
- A professional recruiting firm is looking for an experienced Associate Advisor to join an independent wealth management team in Columbus, Ohio. Candidates should have a Series 65 license and over a year of advisory experience. The role covers delivering personalized client...
- ...Personal Banker I Associate - Lewis CenterMake banking a Fifth Third better® We connect great people to great opportunities. Are you... ...Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process...Work experience placementWork at office
Fifth Third Bancorp
Powell, OH2 days ago - ...Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process... ...classroom training sessions. #LI-SB1 Personal Banker Associate I- Northeast Columbus Area At Fifth Third, we understand the...Work experience placementWork at office
Fifth Third
Columbus, OH1 day ago - JPMorganChase is seeking an Associate Relationship Banker to welcome clients in a Chase Branch and provide thoughtful, service‑driven financial guidance. You will help clients use digital tools like the Chase Mobile App and ATMs, building trusted relationships and addressing...
- ...Personal Banker Associate II - Multilingual Preferred Make banking a Fifth Third better We connect great people to great opportunities... ...Responsibilities Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify...Work experience placementWork at office
- ...And Responsibilities Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify... ...affiliate for classroom training sessions. Personal Banker Associate II - Multilingual Preferred Our total rewards include...Work experience placementWork at office
- ...And Responsibilities Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify... ...for various classroom training sessions. Personal Banker Associate II - East/Central Columbus Our Total Rewards include comprehensive...Work experience placementWork at office
- ...exceeding expectations, and embracing diversity and inclusion. As an Associate Relationship Banker in a Chase Branch, you will represent our... ..., using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will...Immediate startAfternoon shift
- ...exceeding expectations, and embracing diversity and inclusion. As an Associate Relationship Banker in a Chase Branch, you will represent our... ..., using the latest banking solutions and cutting‑edge financial technology combined with friendly and attentive service. You will...Immediate startAfternoon shift
- Job TitleRole and ResponsibilitiesThis individual in this position is responsible for receiving/verifying all incoming parts from suppliers/vendors and to ensure all appropriate paperwork is completed. Ensures parts are distributed to the appropriate work areas for production...Work at officeFlexible hours
Sky Climber
Delaware, OH4 days ago - About the Job Now Hiring: Packers | Delaware, OH. Acloche has immediate openings for Packers in Delaware. Looking for a great opportunity with room to grow? Acloche is seeking dependable and motivated individuals who thrive in a fast-paced warehouse and manufacturing...Weekly payTemporary workImmediate start
Acloché LLC
Delaware, OH18 minutes ago - ...Description: Position Summary: Car Wash associate will assist the Car Wash Leader/Manager in ensuring the daily car wash operation runs efficiently, while maintaining high standards to the overall appearance and cleanliness of the car wash property. You will...Full timePart timeImmediate startFlexible hoursNight shiftWeekend work
Turkey Hill
Delaware, OH4 days ago - ...| Responsibilities: Acknowledge and greet customers with a smile; Answer customer questions; Help customers find the products they are looking for; Assist fellow associates as needed throughout the store; Keep your area stocked, clean, and safe...Hiring Immediately...Immediate start
Wal-Mart Stores , Inc.
Delaware, OH1 day ago $15 - $28 per hour
...DELAWARE, OH, 43015, US Job Overview Front End Checkout associates run our registers. They smile, greet and thank customers, ring... ...Health benefits include medical, vision and dental coverage. Financial benefits include 401(k), stock purchase and company-paid life...Hourly payMinimum wageFull timeTemporary workPart timeShift workWalmart
Delaware, OH4 days ago$20 - $27 per hour
Coca-Cola is seeking Non-CDL Delivery Drivers to deliver beverage products to retail stores, restaurants, and business locations on an assigned route. Drivers are responsible for loading and unloading products, driving a company box truck or delivery vehicle, delivering...Hourly payFull timeCoca-Cola Company
Delaware, OH1 day ago- ...stream. We are currently experiencing high demand and expanding into markets across the U.S. Training and support are provided, and qualified new associates may be eligible for a $600 bonus. Part-time or full-time | Training provided | No experience required...Full timePart time
Success Partners
Delaware, OH2 hours ago $28.85 - $33.65 per hour
Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.Being...Hourly payFull timeTemporary workWork at officeFlexible hoursDay shift- ...Job Description Job Description Overview We are seeking a dedicated and detail-oriented Manufacturing Associate to join our team in Delaware, OH. In this role, you will play a crucial part in our production process, ensuring that our products meet the highest quality...
:ThinkHire
Delaware, OH8 days ago - ...Associate Veterinarian – Dover, DE #3657 We are seeking an Associate Veterinarian to join a team in Dover, Delaware. This is a highly regarded, 24-hour, full-service animal hospital that welcomes both emergency treatment cases and pet patients in need of routine medical...Local areaFlexible hours
The VET Recruiter
Delaware, OH8 days ago - ...within the UD Research Office provides central leadership for the University research enterprise. The Associate Vice President (AVP) oversees all pre-award and non financial post-award activities for extramurally sponsored projects, leading the Office of Sponsored Programs...Full timeContract workWork at officeLocal area
University of Delaware
Delaware, OH26 days ago - ...Associate Veterinarian – Newark, DE #5511 We are seeking a full-time Associate Veterinarian to join an exceptional team. This is a full-service small animal practice in Newark, Delaware. The well-maintained facility features 4 exam rooms, a large treatment room, roomy...Full timeWeekend work
The VET Recruiter
Delaware, OH8 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Associate Financial Advisor. Be the first to apply!
Related searches
- radiology associates Delaware, OH
- media associate Delaware, OH
- associates degree in criminal justice Delaware, OH
- social impact associate Delaware, OH
- associate professional Delaware, OH
- associate Delaware, OH
- associate degree computer science Delaware, OH
- associate of applied science degree Delaware, OH
- associates degree business Delaware, OH
- case management associate Delaware, OH