Assistant Financial Advisor

Wescott Financial Advisory Group LLC•Philadelphia, PA

44d

About The Position

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 Opportunity This 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.

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

Nice To Haves

Philadelphia-area residency
Demonstrated commitment to client service and teamwork

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