Associate Financial Advisor
Wsfs Financial
Delaware, OH
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 in delivering financial planning and investment solutions to mass affluent clients. This role focuses on client discovery, needs-based recommendations, and deepening relationships through referrals generated within the branches. This role is designed for an individual that is developing advisory skills, client relationship management, and technical knowledge with the goal of progressing to a Financial Advisor role. This individual will be working with mass affluent clients with assets of under $2 million. In addition, the incumbent will lead to increasing responsibility of client relationships, business development, and production over time. 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 [email protected]. 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.
- Bachelors' degree in business administration, finance, economics or a business-related major is highly preferred.
- Pursue licensing requirements - FINRA Series 65 within 6 months, insurance licensing for Life and Health.
- Pursue CFP completion within two years of hire.
- General knowledge, understanding and application of custodian platforms and investment principles, securities processing and clearing; portfolio and client management systems.
- 1-3 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.
- Strong analytical and organizational skills.
- Strong interpersonal and communication skills (written and verbal).
- Ability to work collaboratively in a team-based advisory environment, work quickly, multi-task and meet deadlines.
- Must exhibit initiative, and the ability to complete assigned tasks efficiently and with little supervision.
- Must have no disclosures on Form U-4.
- Strong Microsoft Office 365 skills including Excel, Word and PowerPoint and basic numeracy are required.
- Financial Planning and Wealth Management acumen desired.
- General knowledge, understanding and application of custodian platforms and investment principles, securities processing and clearing; portfolio and client management systems.
- Must be able to juggle priorities, be organized and have an adjustable social style.
- Must exhibit initiative, and the ability to complete assigned tasks efficiently and with little supervision.
- Ability to work independently and with a team; work quickly, multi-task and meet deadlines.
$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 [email protected]. 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.
Posted 2026-03-18
Recommended Jobs
Field Service Technician, AgRev - Circleville
AGCO
Circleville, OH
Do you want to help solve the world's most pressing challenges? Feeding the world's growing population and slowing climate change are two of the world's greatest challenges. AGCO is a part of the sol…
View Details
Posted 2026-03-09
Physical Therapist ( PT) (RPT) - Part Time
Broad River Rehabilitation
Dayton, OH
Physical Therapist (PT) - Part time with Sign on Bonus Skilled Nursing Facility Dayton, Ohio Monday - Friday / Flexible Schedule ** $5,000 Sign on Bonus Offered ** At Broad River Rehab …
View Details
Posted 2025-08-23
EPC Project Manager
SunEnergy1
Jackson, OH
SunEnergy1, a leading renewable energy Engineering, Procurement, & Construction (EPC) firm, is looking to add a Project Manager to their team who will be based in North Carolina to support a portfol…
View Details
Posted 2026-01-01
Program Security Representative II
System High Corporation
Ohio
*This position requires a TS/SCI Clearance and Special Access Program Experience* At System High Corporation—a Top Washington-Area Workplace (The Washington Post, 2023–2025), a Top Workplaces Cultur…
View Details
Posted 2026-03-18
In Home Sales Representative
Bath Concepts Independent Dealers
Cincinnati, OH
Windows Direct USA is a Growing, dynamic home services company looking to hire an in-home Sales Representatives to demonstrate our window, door or bath products to perspective customers due to high…
View Details
Posted 2026-02-20
ROOFING FOREPERSONS (Production)
CentiMark Corporation
Reynoldsburg, OH
ROOFING FOREPERSONS (Production) CentiMark Corporation, a National leader in the commercial/industrial roofing industry, has an exceptional opportunity for experienced Forepersons (Production) for …
View Details
Posted 2026-03-09
OWNER-OPERATOR DRIVERS - ALL TRAILER TYPEIllinoisS (1099 Independent Contractor)
American Logistics Authority
Toledo, OH
OWNER-OPERATOR DRIVERS – ALL TRAILER TYPES (1099 Independent Contractor) Now Contracting Owner-Operators Nationwide We are actively contracting motivated Owner-Operator drivers with their own …
View Details
Posted 2026-01-01
Non-Medical Transportation (NMT) Driver
LED Transportation
Canton, OH
LED Transportation is seeking responsible and compassionate drivers for our non-medical transportation services. This role involves transporting individuals safely and efficiently to scheduled appoint…
View Details
Posted 2026-01-20