Wealth Planning Associate
Bryn Mawr Trust
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. #J-18808-Ljbffr Bryn Mawr Trust
Vacancy posted 2 days ago
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