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Financial Advisor

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Wescott Financial Advisory Group LLC

2021-12-03 07:32:05

Job location Philadelphia, Pennsylvania, United States

Job type: fulltime

Job industry: Banking & Financial Services

Job description

Wescott Financial Advisory Group LLC, a Philadelphia based RIA firm is excited to welcome an exceptional Financial Advisor to our team.
Wescott advisors utilize their substantial planning experience and strong relationship management skills to be outstanding trusted partners for our clients. If you are an experienced CFP® practitioner ready to embark on a journey that will provide you with a path for professional growth, this is an ideal role for you.
Core Role Expectations
Collaboratively maintain client relationships with a focus on increasing lead advisor responsibilities, while supervising adjunct advisors and workflows.
Participates in firm initiatives and committees, and supports business development activities.
Experience navigating 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.
Actively make an impact in the community.
Qualities that Thrive
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 can make the financial plans come to life.
Expertise in delivery of client service and the ability to navigate core financial planning matters with clients.
Requirements
Bachelor's degree
3-7 years financial planning experience
CFP® certification
Proficient with MS Office suite and our financial planning technology stack, including eMoney and Salesforce, a plus.
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 commensurate with experience. Performance based bonus and a wide range of employee benefits and support programs that include:
Hybrid Work Model
Professional License and Professional Development (CE)
Business Casual Dress Code
401(k)/Employee's Pension Plan
Domestic Partner Benefits
Employee Assistance Program
Employee Resource Groups
Global Fit / Walk My Mind
Family/Dependent Care Leave
Flexible Spending & Commuter Benefits
Life/AD&D Insurance
Long-term Disability Insurance
Short-term Disability Insurance
Sick Leave
Vacation (20 days per year)
Summer Flex Days
Volunteer Paid Time Off
Medical / Dental / Vision Insurance
Back-Up Advantage Program
Telemed (MeMd)
Pet Insurance
Caring team of co-workers

When applying include a cover letter when uploading your resume.
Preference will be given to candidates residing in the Philadelphia Region.

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