Wealth Planning Associate
Job in
Wilmington, New Castle County, Delaware, 19894, USA
Listed on 2026-08-22
Listing for:
Bryn Mawr Trust
Full Time
position Listed on 2026-08-22
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Job Description & How to Apply Below
Bryn Mawr Trust, a WSFS Company, is seeking an Associate Financial Advisor to partner with Advisors and Senior Advisors to deliver comprehensive financial planning and investment solutions to mass affluent clients with assets under $2 million.
This role conducts client discovery conversations, develops needs-based recommendations, and deepens client relationships through branch referrals while delivering high levels of service. It serves as a pathway to a Financial Advisor role over time.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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