Associate Financial Advisor

$77.39k - $127.14k

Full-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 :
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.
Minimum 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.
WSFS Bank will only consider candidates who are presently authorized to work for any employer in the United States and who will not require work visa sponsorship from WSFS Bank now or in the future in order to retain their authorization to work in the United States.
Salary Range:
$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 aplitrak.com.
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.

Apply

Vacancy posted 5 days ago

Similar jobs that could be interesting for youBased on the Associate Financial Advisor in Wilmington, NC vacancy

Associate Financial Advisor
$77.39k - $127.14k
...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...
Suggested
Full time
Work at office
Flexible hours
WSFS Bank
Wilmington, NC
4 days ago
Financial Advisor
$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...
Suggested
Full time
Contract work
For contractors
Work at office
Unavailable
Wilmington, NC
1 day ago
Distribution Center Associate
...About the Role As a Distribution Center Associate, you'll be a crucial part of our logistics operations, ensuring that products are efficiently and accurately distributed to our customers. You'll work in a dynamic environment, handling various tasks from receiving and...
Suggested
Amazon
Wilmington, NC
5 days ago
Cosmetic Reconditioning Associate
$18.18 - $19.2 per hour
...Cosmetic Reconditioning Associate II As a Cosmetic Reconditioning Associate II at CarMax, you'll play a vital role in delivering best-in-class vehicles to our customers. You will perform cosmetic inspections, final quality checks, and advanced reconditioning tasks such...
Suggested
Hourly pay
Full time
CarMax
Wilmington, NC
5 days ago
Financial Advisor
Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial Advisor...
Suggested
Work at office
Flexible hours
Bankers Life
Wilmington, NC
2 days ago
Financial Advisor
$96k - $110k
...Description You're good at this work. You know how to build a financial plan, catch the details that matter, and talk to clients in a way... ...do You’ll work directly alongside Jay as the primary support advisor across all client relationships. This is not a back-office...
For contractors
Work at office
Remote work
Work from home
Flexible hours
Bill Good Marketing
Wilmington, NC
28 days ago
Produce Associate
Sam's Club | Medical, Dental, Vision, Rx + 401(k) with match + PTO + 100% Reimbursement of Tuition & Books | 412 South College Road | Responsibilities: Provide exceptional customer service to members; Receive & stock merchandise in an organized manner; Maintain inventory...
Immediate start
Sam's Club
Wilmington, NC
20 hours ago
Receiving Associate
...Receiving AssociateREEDS Jewelers is currently seeking a team oriented Receiving Associate for our corporate office in Wilmington, NC! Receiving Associates participate in the receipt and distribution of all merchandise to ensure customers have the widest selection of products...
Full time
Work at office
Reeds Jewelers
Wilmington, NC
5 days ago
Checkout Team Associate
...Checkout Team Associate WM Supercenter #4065 8035 Market St Wilmington, NC 28411-9385 CP-4065-9020 $15.50 - $28.50/hr* Part time Shift... ...benefits include medical, vision and dental coverage. Financial benefits include 401(k), stock purchase and company-paid life...
Hourly pay
Minimum wage
Full time
Temporary work
Part time
Shift work
Weekend work
Afternoon shift
Walmart
Wilmington, NC
5 days ago
Prepared Meals and Rotisserie Chicken Associate
$17 - $25 per hour
...Summary...Do you have a knack for helping people, following recipes, and organization? Our prepared meal and rotisserie chicken associates prepare fresh food items daily for our members through following recipes and preparing our always warm and ready rotisserie chicken...
Hourly pay
Minimum wage
Full time
Part time
Immediate start
Flexible hours
Shift work
Sam's Club
Wilmington, NC
1 day ago
Equipment Associate
..., come build your future with United Rentals! As an Equipment Associate at United Rentals, you will perform a variety of manual tasks... ...will support you and your family. In addition to our health and financial plans, we also offer: Paid Parental Leave United Compassion...
Hourly pay
United Rentals
Wilmington, NC
5 days ago
PT Perishable Associate
...Lion has been providing an easy, fresh and affordable shopping experience to the communities we serve since 1957. Today, our 82,000 associates serve more than 10 million customers a week across 10 Southeastern and Mid-Atlantic states. PRIMARY PURPOSE Provide...
Local area
Food Lion
Wilmington, NC
3 days ago
Assurance Senior Associate
...and going concern assessments Apply thorough knowledge of GAAP, GAAS, and other financial reporting frameworks to audit procedures Train, supervise, and delegate work to associates and interns to foster efficiency and team growth Review workpapers prepared by associates...
Full time
Sorren
Wilmington, NC
2 days ago
Lot Associate
...Lot Associate | Home Depot Lot Associates assist customers with the loading of their vehicles and also monitor and maintain the entrance of the store. Lot Associates also are responsible for maintaining a sufficient quantity of carts near the entrance of the store....
Home Depot
Wilmington, NC
1 day ago
Food/Consumables Team Associate
...Food/Consumables Team Associate WM Supercenter #1392 5226 Sigmon Rd Wilmington, NC 28403-1666 CP-1392-9019 $15.50 - $28.50/hr* Full... ...Health benefits include medical, vision and dental coverage. Financial benefits include 401(k), stock purchase and company-paid life...
Hourly pay
Minimum wage
Full time
Temporary work
Part time
Seasonal work
Shift work
Walmart
Wilmington, NC
3 days ago
Housekeeping Team Associate
...We are pleased to announce a wonderful opportunity for a Housekeeping Team Associate. What will you be doing most days? Stock housekeeping cart with all necessary supplies to plan your day efficiently Report room maintenance to the front desk staff and other...
Hourly pay
Holiday Inn Resort, Wrightsville Beach
Wrightsville Beach, NC
1 day ago
Shipping Associate
...of hydraulic hoses, industrial hoses, fittings, and fluid conveyance systems, is seeking a dependable and detail-oriented Shipping Associate to join our Wilmington, NC team. This position is responsible for preparing, packaging, and shipping outgoing orders accurately...
PolyHose Inc
Wilmington, NC
19 days ago
Part Time Stocker Associate
$17 - $25 per hour
...Freezer, Cooler and Deli Stocker Associate Sam's Club #8129 412 S College Rd Wilmington, NC 28403-1715 $17.00 - $25.00/hr* Full time... ...-Health benefits include medical, vision and dental coverage -Financial benefits include 401(k), stock purchase and company-paid life...
Hourly pay
Minimum wage
Full time
Temporary work
Part time
Shift work
Sam's Club
Wilmington, NC
3 days ago
Community Associate
$19.42 per hour
Community Associate Address: 3301 Lancaster Pike 1st Floor 19805 Wilmington, Delaware The world of work is changing...short commutes, flexibility, and convenience are the minimum standards employees want when it comes to how they want to work! At IWG, we are leading...
Hourly pay
Full time
Casual work
Night shift
Weekend work
Day shift
IWG plc
Wilmington, NC
2 days ago
Mobile Associate, Store in Store - Retail Sales
$18 per hour
...Mobile Associate, Store-In-Store At T-Mobile, we invest in YOU! Our Total Rewards Package ensures that employees get the same big love we give our customers. All team members receive a competitive base salary and compensation package - this is Total Rewards. Employees...
Hourly pay
Full time
Temporary work
Part time
Work experience placement
Local area
Flexible hours
T Mobile US
Wilmington, NC
6 days ago
Deli Associate
Join Our Team as a Deli Associate - Where Flavor Meets Fun! Are you passionate about food and love engaging with people? We're looking for Deli Associates who thrive in a vibrant store and food service environment. Join us and become the heart of our bustling deli! Why...
Weekly pay
Flexible hours
GPM Investments, LLC
Wilmington, NC
2 days ago
Mobile Associate - Retail Sales
$18 per hour
...Yes/No): No Hourly Base Pay: $18.00, plus $5.00 per hour training pay. Within the first 90 days working at T-Mobile, Mobile Associates receive on-the-job training and are eligible for hourly training pay. Once completed, Mobile Associates promote to the Mobile...
Hourly pay
Full time
Temporary work
Part time
Work experience placement
Local area
Flexible hours
T Mobile US
Wilmington, NC
3 days ago
Cafe Associate
$17 - $25 per hour
...Cafe Associate Sam's Club #8129 412 S College Rd Wilmington, NC 28403-1715 R-177212 $17.00 - $25.00/hr* Full time Shifts may vary... ...-Health benefits include medical, vision and dental coverage -Financial benefits include 401(k), stock purchase and company-paid life...
Hourly pay
Minimum wage
Full time
Temporary work
Part time
Immediate start
Flexible hours
Shift work
Sam's Club
Wilmington, NC
2 days ago
Deli Associate
...Deli Associate Join Our Team as a Deli Associate Where Flavor Meets Fun! Are you passionate about food and love engaging with people? We're looking for Deli Associates who thrive in a vibrant store and food service environment. Join us and become the heart of our...
Weekly pay
Flexible hours
GPM Investments
Wilmington, NC
4 days ago
Produce Associate
$16 - $23 per hour
Join to apply for the Produce Associate role at Sam's Club . This role provides fresh produce for members and ensures quality, cleanliness... ...example. Benefits Health benefits: medical, vision, dental. Financial benefits: 401(k), stock purchase, life insurance. Paid time...
Temporary work
Part time
Sam's Club
Wilmington, NC
2 days ago
Associate Litigation Attorney Immediate Hire
...Job Description Actively interviewing - APPLY NOW!! NOW HIRING: Associate Attorney - Civil Litigation & Construction Law Wilmington, NC | 2+ Years of Experience | Growing Law Firm | Career Advancement Opportunity - Send me a confidential message or email...
Immediate start
gpac
Wilmington, NC
2 days ago
Associate Attorney (Insurance Defense)
Insurance Defense Attorney I'm urgently seeking an insurance defense attorney for my client's Wilmington, NC. The ideal candidate will be admitted to practice in Tennessee, have litigation experience, and be able to manage cases independently while delivering responsive...
Flexible hours
gpac
Wilmington, NC
1 day ago
Associate Attorney
...Oath Law & Oath Planning - Estate and Financial Planning Oath is hiring for an Associate Attorney in Wilmington, NC! About The Role This role is... ...clients. You'll be supported by mentor attorneys and advisors as you grow within our team. We're looking for...
Work at office
Flexible hours
Afternoon shift
Oath Inc
Wilmington, NC
1 day ago
Donation Receiving Associate
...Cape Fear Habitat for Humanity ReStore team and help support affordable housing in our community. As a Donation Handler & Warehouse Associate, you'll assist donors, process incoming donations, and help keep our store organized and welcoming. Why Join Us? ~ Generous...
Cape Fear Habitat for Humanity
Wilmington, NC
7 days ago
Associate Attorney - Personal Injury
...Participate in marketing initiatives such as podcasts, blogs, and ad campaigns Qualifications: Active member of NC Bar Association required Active member of SC Bar Association preferred Two (2) or more years of experience in personal injury pre-...
Base plus commission
Full time
Speaks Law Firm
Wilmington, NC
1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Associate Financial Advisor. Be the first to apply!