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Aspiring Financial Advisor: Wealth Planning Path
Job in
Northern, Floyd County, Kentucky, USA
Listed on 2026-08-21
Listing for:
WSFS Bank
Full Time
position Listed on 2026-08-21
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management, Financial Sales
Job Description & How to Apply Below
Bryn Mawr Trust, a WSFS Company, seeks an Associate Financial Advisor to partner with Advisors in delivering financial planning and investment solutions for mass affluent clients. You will focus on client discovery, needs-based recommendations, and growing referrals within branches.
This role develops advisory skills, client relationship management, and technical knowledge with a path toward a Financial Advisor role. Finra/ CFP progression planned.
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