Associate Financial AdvisorWescott Financial Advisory Group LLC • Harleysville, PA, US

Associate Financial Advisor

Wescott Financial Advisory Group LLC • Harleysville, PA, US

6 days ago

Job type

Full-time

Job description

Job Description

Wescott Financial Advisory Group LLC, a Philadelphia based RIA firm is excited to welcome an Associate Financial Advisor to our team. Wescott advisors utilize their substantial planning experience and strong relationship management skills to be an outstanding trusted partner for our clients. If you are ready to embark on a journey that will provide you with a path for professional growth to become an exceptional financial advisor, this is an ideal role for you.

Core Role Expectations

Collaboratively supports advisor teams and clients, drafts financial plans and client materials, and maintains client data.
Gains knowledge and experience teaming with Wescott’s expert advisors navigating complex financial planning matters with high-net-worth individuals and institutions.
Eager to advance expertise to impress the sophisticated executives and business owners, and manage multiple generations and diverse dynamics of family wealth. Helps advisor team in fostering a unique experience centered on client service.
Actively make an impact in the community.

Qualities that Thrive

Consistent commitment to loyalty and excellence in all efforts for clients, colleagues and community.

Embrace culture that is diverse, collegial, inclusive, team oriented and welcomes change.

Team player with strong empathy and communication skills that shows initiative to contribute to achieving client goals.

Exhibits productivity, quality of work and problem solving skills, contributing to delivery of superior client service.

Requirements

Bachelor’s degree, preference for secondary degree

2-5 years of Advisory Experience

Completed or Pursuing CFP® certification

Proficient with MS Office suite and our financial planning technology stack, including eMoney and Salesforce, a plus.

Understands and supports Wescott’s vision, mission, and strategy

Engages in teamwork and teambuilding

Adds to Wescott’s inclusive culture

Participates in firm and / or personal community efforts

Benefits

Wescott is passionate about creating an inclusive workplace that promotes and values diversity. More importantly, creating an environment where everyone, from any background, can do their best work.

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 Leave

Basic Life / AD&D Insurance / Voluntary Life Insurance

Short-term and Long-term Disability Insurance

Sick Leave

Vacation (20 days per year)

Holidays (11) and Floating Holidays

Volunteer Paid Time Off

Medical / Dental / Vision Insurance

Spring Health EAP

Employee Resource Groups

Flexible Spending & Health Care Spending

Commuter Benefit

Global Fit / Walk My Mind / Back-Up Care Advantage

Pet Insurance

Business Casual Dress Code

Caring team of co-workers

When applying, include a cover letter when uploading your resume.

Preference will be given to candidates residing in the Harleysville Region.

We are not seeking agency assistance with this role. No agencies, third parties, or phone calls, please. Wescott is not accepting unsolicited resumes from search firms. All resumes submitted by search firms to any employee at Wescott via-email, the Internet, or directly without a valid written search agreement will be deemed the sole property of Wescott, and no fee will be paid in the event the candidate is hired by Wescott of affiliates.

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Financial Advisor • Harleysville, PA, US