Associate Financial Advisor
WSFS Bank
About this role
The Associate Financial Advisor partner with senior advisors to deliver financial planning and investment solutions to mass affluent clients, focusing on developing advisory skills, client relationship management, and technical knowledge. The role involves assisting with client discovery, proposals, and financial data analysis, with a pathway toward becoming a Financial Advisor.
Skills
Qualifications
About WSFS Bank
wsfsbank.comIndustry
Finance
WSFS has been uplifting the people, businesses and Communities it serves for nearly 200 years, creating a world in which everyone can thrive.
Recent company news
Business WireWSFS Bank Announces Rene Gonzales as Senior Vice President, Chief Technology Officer
6 days ago
VISTA.TodayFrom Conshohocken to Dover, WSFS Bank Celebrates Local Flavor
Nov 26, 2025
Yahoo FinanceWSFS Financial Corporation Announces Fourth Quarter and Full-Year 2025 Earnings Release Date and Conference Call
Jan 12, 2026
MarketBeatDimensional Fund Advisors LP Lowers Position in WSFS Financial Corporation $WSFS
3 days ago
caledonianrecord.comWSFS Bank Announces Rene Gonzales as Senior Vice President, Chief Technology Officer
6 days ago
About WSFS Bank
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for WSFS Bank.
Salary
$77k – $127k
per year