Financial Planner developing and maintaining relationships with clients to meet their financial goals. Advising on savings and investments for individuals and business leaders.
WL
Hybrid Assistant Financial Advisor
Posted 5 days ago
About the role
- Assistant Financial Advisor supporting high-net-worth clients in comprehensive financial planning and investment advice. Collaborating with experienced advisors to develop skills for future advisory roles.
Responsibilities
- Partner with Advisors to prepare for and participate in client meetings
- Help maintain strong, proactive client relationships through thoughtful communication and follow-up
- Develop a working understanding of each client’s goals, priorities, and evolving financial needs
- Identify planning opportunities and collaborate with Senior Advisors on recommendations
- Assist in developing, implementing, and monitoring comprehensive financial plans
- Support investment and planning strategy execution aligned with client objectives
- Contribute to Wescott’s quarterly client review process
- Analyze financial data and prepare planning materials and recommendations
- Work cross-functionally with investment, operations, and client service teams
- Maintain accurate documentation and consistent use of firm systems and workflows
- Contribute to knowledge sharing and support team initiatives
- Actively engage in mentorship and professional development opportunities
Requirements
- Bachelor’s degree
- Pursuing CFP® coursework and experience for certification
- Strong academic performance and demonstrated interest in wealth management
- Internship or early professional experience in financial services or a related field
- Excellent analytical, organizational, and communication skills
- Philadelphia-area residency
- Demonstrated commitment to client service and teamwork
Benefits
- 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
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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