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Wescott Financial Advisory Group, LLC · 2 months ago

Associate Financial Advisor

Harleysville, Pennsylvania, United States

Full-time

Hybrid

New Grad, Entry Level

Wescott Financial Advisory Group LLC, a Philadelphia based RIA firm, is excited to welcome an Associate Financial Advisor to their team. The role involves supporting advisor teams and clients, drafting financial plans, and maintaining client data while providing a unique client service experience.

Information Technology

Responsibilities

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

Qualification

Financial planningClient relationship managementCommunication skillsProblem solvingTeam player

Required

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

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