What are the responsibilities and job description for the Associate Financial Advisor position at Wescott Financial Advisory Group LLC?
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
Qualities that Thrive
- 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
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.