layiq
/la·yiq/adjective
worthy; deserving; fitting; suitable.
A role, opportunity, or path that merits attention, time, and pursuit.
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Job opportunity
Associate Financial Advisor
Berwyn, PA; Berwyn
Source: WSFS Bank careers · View original posting
- Pay
- Salary Range: $77,390.00 - $127,139.75
- Employment
- full time
Employer job description
From WSFS Bank's posting. “We” and “our” refer to the employer.
Job Description
Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses.
The Associate Financial Advisor partners with Advisors and Senior Advisors in delivering financial planning and investment solutions to mass affluent clients. This role focuses on client discovery, needs-based recommendations, and deepening relationships through referrals generated within the branches. This role is designed for an individual that is developing advisory skills, client relationship management, and technical knowledge with the goal of progressing to a Financial Advisor role.