Assistant Financial Advisor

Wescott Financial Advisory Group is seeking an Assistant Financial Advisor who is ready to begin a long-term career in comprehensive wealth management, not just a job, but a structured path toward becoming a trusted advisor.

As a nationally recognized, fee-only Registered Investment Advisor, Wescott partners with individuals, families, and institutions to provide thoughtful, planning-first financial guidance. Our collaborative culture, deep client relationships, and commitment to developing next-generation advisors set us apart in the industry.

Recognized among Forbes Best-in-State Wealth Advisors (2025) and Barron's Top Advisors by State (2025), Wescott continues to grow intentionally, investing in people, mentorship, and professional development as the foundation of our success.

The Opportunity

This role is designed for an early-career professional who wants to learn the craft of financial advising from experienced practitioners while gaining meaningful client exposure from day one.

As an Assistant Financial Advisor, you will work alongside Partners and Senior Wealth Management Advisors to support the delivery of comprehensive financial planning and investment advice to high-net-worth clients and institutions. You will participate in real client work, develop technical planning expertise, and build the communication and relationship skills essential to becoming a lead advisor.

You will also join Wescott's Next Gen Advisor Development Program, which provides mentorship, structured learning, and a clear progression toward advanced advisory roles.

What You'll Do

Client Relationship Support

• Partner with Advisors to prepare for and participate in client meetings
• Help maintain strong, proactive client relationships through thoughtful communication and follow-up
• Develop a working understanding of each client's goals, priorities, and evolving financial needs
• Identify planning opportunities and collaborate with Senior Advisors on recommendations

Financial Planning & Wealth Management

• Assist in developing, implementing, and monitoring comprehensive financial plans
• Support investment and planning strategy execution aligned with client objectives
• Contribute to Wescott's quarterly client review process
• Analyze financial data and prepare planning materials and recommendations

Team Collaboration & Growth

• Work cross-functionally with investment, operations, and client service teams
• Maintain accurate documentation and consistent use of firm systems and workflows
• Contribute to knowledge sharing and support team initiatives
• Actively engage in mentorship and professional development opportunities

What Success Looks Like

Within your first 12-24 months, you will:

• Build confidence participating in client conversations
• Develop technical planning proficiency across core wealth management topics
• Strengthen analytical and advisory communication skills
• Progress toward CFP® certification and expanded client responsibilities

Professional Development Commitment

Wescott invests in developing future advisors through:

• Structured mentorship from senior professionals
• Hands-on client exposure
• CFP® exam support and professional development resources
• A clearly defined long-term career path within the firm

Why Wescott

At Wescott, advising is a team sport. We believe exceptional client outcomes come from collaboration, intellectual rigor, and genuine care for the people we serve, and for each other.

If you are looking to grow into a trusted advisor within a firm that values mentorship, learning, and long-term relationships, we encourage you to apply.

Requirements

Qualifications

We are seeking candidates who are intellectually curious, collaborative, and motivated to build a career in financial planning.

Required:

• Bachelor's degree
• Pursuing CFP® coursework and experience for certification
• Strong academic performance and demonstrated interest in wealth management
• Internship or early professional experience in financial services or a related field
• Excellent analytical, organizational, and communication skills

Preferred:

• Philadelphia-area residency
• Demonstrated commitment to client service and teamwork

Benefits

Wescott is dedicated to creating an inclusive workplace that fosters and values diversity. More importantly, it aims to build an environment where everyone, regardless of background, can perform their best work. All qualified applicants will be considered for employment at Wescott without regard to race, creed, color, religion, national origin, sex, age, disability, sexual orientation, gender identity or expression, genetic predisposition or carrier status, veteran, marital, or citizenship status;

or any other status protected by law. Wescott is proud to be an affirmative action and equal opportunity employer.

Our competitive salary is commensurate with experience. Performance-based bonus and a wide range of employee benefits and support programs that include:

• Professional License and Professional Development (CE)
• 401(k)/Employee's Pension Plan
• Domestic Partner Benefits
• Family/Dependent Care…