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Associate Financial Advisor

Employer
Wescott Financial Advisory Group LLC
Location
Harleysville, Pennsylvania
Salary
competitive salary is commensurate with experience
Closing date
Jun 28, 2024

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Job Role
Financial Advisor
Employment Type
Full Time
Level
Experienced
Experience Level
1-4 years
CFP® Certification
Pursuing

Job Details

Wescott Financial Advisory Group LLC, a Philadelphia-based RIA firm, is excited to welcome an Associate Financial Advisor to our team at the Harleysville location. Wescott advisors utilize their substantial planning experience and strong relationship management skills to be an outstanding trusted partners 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

  1. Collaboratively supports advisor teams and clients, drafts financial plans and client materials, and maintains client data.
  2. Gains knowledge and experience teaming with Wescott’s expert advisors navigating complex financial planning matters with high-net-worth individuals and institutions.
  3. 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.
  4. Actively make an impact in the community.

Qualities that Thrive

  1. Consistent commitment to loyalty and excellence in all efforts for clients, colleagues and community.
  2. Embrace culture that is diverse, collegial, inclusive, team oriented and welcomes change.
  3. Team player with strong empathy and communication skills that shows initiative to contribute to achieving client goals.
  4.  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 include:

  • Hybrid schedule
  • 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 (10) and Floating Holidays (4)
  • 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.

Company

Wescott Financial Advisory Group LLC is a relationship-driven, empathetic, independent wealth management firm committed to providing individuals and institutions with unmatched caring and expertise to achieve their financial and investment goals. The company’s diverse team members are experts in investments, law, accounting and business, and hold a wide range of industry-acclaimed credentials that enable them to offer thoughtful and personal advice to their clients. With more than $2.3 billion in assets under management, Wescott is one of the top wealth management firms in the nation as ranked by CNBC, Barron’s, Forbes and Financial Advisor magazine. Founded in 1987, Wescott has offices in Philadelphia, Boca Raton, Miami and San Francisco. Unlike many firms that view wealth in a vacuum, we integrate financial expertise and life expertise into a single advisory service that helps clients see all sides of every financial decision. It’s a proven approach we call Life-Minded Wealth®. It’s an approach that consistently drives better decisions. And at Wescott, we carry out those decisions free from the pressure of product bias. As an independent firm, we do not sell or promote any investment or insurance product; we rely on segment-skilled managers to deliver research-driven strategies tailored to meet each client’s unique goals.

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