Assistant Financial Advisor

Wescott Financial Advisory Group is seeking an Assistant Financial Advisor who is ready to begin a long-term career in comprehensive wealth management, not just a job, but a structured path toward becoming a trusted advisor.As a nationally recognized, fee-only Registered Investment Advisor, Wescott partners with individuals, families, and institutions to provide thoughtful, planning-first financial guidance. Our collaborative culture, deep client relationships, and commitment to developing next-generation advisors set us apart in the industry.Recognized among Forbes Best-in-State Wealth Advisors (2025) and Barron's Top Advisors by State (2025), Wescott continues to grow intentionally, investing in people, mentorship, and professional development as the foundation of our success.The OpportunityThis role is designed for an early-career professional who wants to learn the craft of financial advising from experienced practitioners while gaining meaningful client exposure from day one.As an Assistant Financial Advisor, you will work alongside Partners and Senior Wealth Management Advisors to support the delivery of comprehensive financial planning and investment advice to high-net-worth clients and institutions. You will participate in real client work, develop technical planning expertise, and build the communication and relationship skills essential to becoming a lead advisor.You will also join Wescott's NextGen Advisor Development Program, which provides mentorship, structured learning, and a clear progression toward advanced advisory roles.What You'll DoClient Relationship SupportPartner with Advisors to prepare for and participate in client meetingsHelp maintain strong, proactive client relationships through thoughtful communication and follow-upDevelop a working understanding of each client's goals, priorities, and evolving financial needsIdentify planning opportunities and collaborate with Senior Advisors on recommendationsFinancial Planning & Wealth ManagementAssist in developing, implementing, and monitoring comprehensive financial plansSupport investment and planning strategy execution aligned with client objectivesContribute to Wescott's quarterly client review processAnalyze financial data and prepare planning materials and recommendationsTeam Collaboration & GrowthWork cross-functionally with investment, operations, and client service teamsMaintain accurate documentation and consistent use of firm systems and workflowsContribute to knowledge sharing and support team initiativesActively engage in mentorship and professional development opportunitiesWhat Success Looks LikeWithin your first 12-24 months, you will:Build confidence participating in client conversationsDevelop technical planning proficiency across core wealth management topicsStrengthen analytical and advisory communication skillsProgress toward CFP® certification and expanded client responsibilitiesProfessional Development CommitmentWescott invests in developing future advisors through:Structured mentorship from senior professionalsHands-on client exposureCFP® exam support and professional development resourcesA clearly defined long-term career path within the firmWhy WescottAt Wescott, advising is a team sport. We believe exceptional client outcomes come from collaboration, intellectual rigor, and genuine care for the people we serve, and for each other.If you are looking to grow into a trusted advisor within a firm that values mentorship, learning, and long-term relationships, we encourage you to apply.RequirementsQualificationsWe are seeking candidates who are intellectually curious, collaborative, and motivated to build a career in financial planning.Required:Bachelor's degreePursuing CFP® coursework and experience for certification Strong academic performance and demonstrated interest in wealth managementInternship or early professional experience in financial services or a related fieldExcellent analytical, organizational, and communication skillsPreferred:Philadelphia-area residency Demonstrated commitment to client service and teamworkBenefits Wescott is dedicated to creating an inclusive workplace that fosters and values diversity. More importantly, it aims to build an environment where everyone, regardless of background, can perform their best work. All qualified applicants will be considered for employment at Wescott without regard to race, creed, color, religion, national origin, sex, age, disability, sexual orientation, gender identity or expression, genetic predisposition or carrier status, veteran, marital, or citizenship status; or any other status protected by law. Wescott is proud to be an affirmative action and equal opportunity employer.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 PlanDomestic Partner BenefitsFamily/Dependent Care LeaveBasic Life/AD&D Insurance / Voluntary Life InsuranceShort-term and Long-term Disability InsuranceSick LeaveVacation (20 days per year)Holidays (11) and Floating HolidaysVolunteer Paid Time OffMedical / Dental / Vision InsuranceSpring Health EAPEmployee Resource GroupsFlexible Spending & Health Care SpendingCommuter BenefitGlobal Fit / Walk My Mind / Back-Up Care AdvantagePet InsuranceBusiness Casual Dress CodeCaring team of co-workersWhen applying, include a cover letter when uploading your resume.Preference will be given to candidates residing in the Philadelphia 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

Created: 2026-04-02