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Associate Financial Advisor: in Wealth Planning
Job in
Berwyn, Chester County, Pennsylvania, 19312, USA
Listed on 2026-09-03
Listing for:
WSFS Bank
Full Time
position Listed on 2026-09-03
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management, Financial Sales
Job Description & How to Apply Below
Location: Berwyn
Bryn Mawr Trust, a WSFS Company, seeks an Associate Financial Advisor to support Advisors in delivering financial planning and investment solutions to mass affluent clients with assets under $2 million.
The role focuses on client discovery, needs-based recommendations, and deepening relationships through branch referrals, with a path to advancing to a Financial Advisor role while developing advisory skills and knowledge.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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