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    Associate Financial Advisor - Harleysville, United States - Wescott Financial Advisory Group, LLC

    Wescott Financial Advisory Group, LLC
    Wescott Financial Advisory Group, LLC Harleysville, United States

    2 weeks ago

    Default job background
    Accounting / Finance
    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

    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 the delivery of superior client service.

    Qualifications

    • 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.

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