Associate Financial Advisor

Location: Berwyn, Pennsylvania, United States. Candidates must already be authorized to work for any employer in the United States and must not require current or future work visa sponsorship.

Salary: $77,390.00–$127,139.75 annually, plus potential incentive and retention awards.

Company

Bryn Mawr Trust, a WSFS company, provides wealth management, financial planning, investment management, trust and estate planning, brokerage, and investment services to individual, corporate, and institutional clients.

What you will do

• Conduct client discovery meetings based on branch referrals and identify investment, retirement, and financial planning needs.
• Build relationships with branch staff, identify opportunities, and support referral generation and follow-up.
• Support investment proposals, annuity recommendations, portfolio reviews, asset allocation analysis, and rebalancing recommendations.
• Gather and analyze client information covering income, assets, liabilities, insurance, and retirement goals.
• Support financial plans covering retirement, investments, tax efficiency, risk management, and estate planning basics.
• Maintain accurate Salesforce records, use advisory technology platforms, and follow firm policies and regulatory documentation standards.

Requirements

• Bachelor’s degree in business administration, finance, economics, or a related business field is highly preferred.
• 1–3 years of experience in a support, client-facing, or sales role within financial services.
• Pursue FINRA Series 65 within six months and Life and Health insurance licensing.
• Pursue CFP completion within two years of hire.
• Knowledge of investment principles, custodian platforms, securities processing and clearing, and portfolio and client management systems.
• Strong analytical, organizational, communication, Microsoft Office 365, and basic numeracy skills; no disclosures on Form U-4.

Culture & Benefits

• Collaborative, team-based advisory environment with increasing responsibility for client relationships and business development.
• Medical, dental, and vision coverage.
• 401(k), life, accident, and disability insurance.
• Flexible spending accounts, health savings accounts, and wellness programs.
• Paid parental and military leave, vacation, sick leave where required by state law, and paid holidays.