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 ExpectationsCollaboratively supports advisor teams and clients, drafts financial plans and client materials, and maintains client data.Gains knowledge and experience teaming with Wescotts 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 ThriveConsistent 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 the delivery of superior client service.
QualificationsBachelors degree, preference for secondary degree2-5 years of Advisory ExperienceCompleted or Pursuing CFP certificationProficient with MS Office suite and our financial planning technology stack, including eMoney and Salesforce, a plus.Understands and supports Wescotts vision, mission, and strategyEngages in teamwork and teambuildingAdds to Wescotts inclusive cultureParticipates in firm and/or personal community efforts
BenefitsWescott 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)/Employees Pension PlanDomestic Partner BenefitsFamily/Dependent Care LeaveBasic Life/AD&D Insurance / Voluntary Life InsuranceShort-term and Long-term Disability InsuranceSick LeaveVacation (20 days per year)Holidays (11) and Floating HolidaysVolunteer Paid Time OffMedical / Dental / Vision InsuranceSpring Health EAPEmployee Resource GroupsFlexible Spending & Health Care SpendingCommuter BenefitGlobal Fit / Walk My Mind / Back-Up Care AdvantagePet InsuranceBusiness Casual Dress CodeCaring team of co-workersWhen applying, include a cover letter when uploading your resume.Preference will be given to candidates residing in the Harleysville Region.by Jobble
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