Find & Apply For Personal Financial Advisor Jobs in Downingtown, Pennsylvania

Who We Are At Bruton Chisnell Advisors (BCA), our Purpose is to empower our clients and team to live more confidently. As an independent registered advisory firm, we serve both individual and business clients, providing services ranging from financial and retirement planning, investment management, retirement and 401(k) plan management, and strategic business consulting. BCA is a leader in the financial service industry and consistently ranks within the top quartile of firms based on assets under management and as an "elite" retirement plan advisor. Leading with our Core Values, we are a strong partner with our clients and provide an exceptional yet approachable experience. We work closely with our clients to meet them where they are, understand their unique needs, and partner with them to chart a course to live more confidently. For our private client relationships, our belief is that we serve households and not accounts. Through our holistic planning approach, we strive to be a thought-leader on the team, collaborating with their entire planning team including attorneys and accountants to achieve meaningful outcomes for our clients. For our business owner clients, we uniquely consider challenges facing their planning needs and organizational objectives. Additionally, we lead their retirement plans by providing a deep level of service to the plan and participants to achieve financial wellness and retirement readiness. With more than 50 years serving our clients, we continue to expand our footprint with offices in Chester County, PA and Akron, OH. Our goal is to continue to enhance our team environment where we work together to build long-lasting mutual success. We take our core values seriously and utilize them to make every decision - both with our team and with our clients. BCA is looking for values-aligned professionals who are excited to learn, work, and grow in a client service-first organization where they can make a big impact. Summary The Junior Financial Advisor supports senior advisors in delivering an exceptional client experience while developing the skills needed to grow into an independent advisory role. This role focuses on client service, planning support, and operational excellence, with growing exposure to client-facing responsibilities under the guidance of senior advisors. Using our holistic and consultative planning process, the Junior Advisor provides day-to-day support for client planning needs, helping to prepare, execute, and follow up on the work senior advisors lead. This individual works closely with senior advisors, learning the firm's planning process and client service standards while building the foundation for future independent advising. Success in this role requires strong attention to detail, a service-oriented mindset, and eagerness to learn. Responsibilities Client Support & Advisory Assistance (35-55%) Support senior advisors in developing and delivering customized financial plans and investment strategies aligned with each client's goals. Prepare client review meeting materials and assist with presentation and follow-up under the direction of a senior advisor. Help develop, implement, and monitor financial plans aligned with client goals, values, and life stages, under supervision. Field incoming client communications and route or respond as appropriate. Assist in monitoring portfolios and planning assumptions and flag items for senior advisor review. Maintain accurate client records, documentation, and communication within CRM, eMoney, and other planning systems. Support coordination with internal team and external partners across tax, estate planning, insurance, and retirement plan consulting. Begin building client relationships as a co-advisor on select accounts with senior advisor oversight. Operational Excellence & Team Collaboration (30-45%) Ensure timely and accurate completion of administrative and operational workflows. Support internal initiatives to streamline client service processes and enhance client experience. Partner with operations and service teams to deliver a seamless, high-touch client experience. Collaborate cross-functionally to ensure consistency, compliance, and excellence across all client touchpoints. Stay current on market trends, regulatory updates, and industry best practices impacting financial planning and investment strategy. Business Development Support (5-15%) Support senior advisors' outreach strategies, educational events, networking opportunities, and client engagement initiatives. Help maintain relationships with centers of influence (e.g., CPAs, attorneys, business owners, retirement plan sponsors) as directed by senior advisors. Participate in prospect meetings and discovery conversations alongside senior advisors to learn the firm's consultative, goals-based approach. Skills & Abilities 1-5 years experience in financial advisory, private client services, or a closely related financial services role. Actively pursuing

CERTIFIED FINANCIAL PLANNER

™ (CFP®) designation preferred, with firm support available. FINRA Series 6, 7, and/or 63, 65, 66 licenses preferred, or willingness to obtain. Bachelor's degree in Finance, Accounting, Business, or related field (or equivalent experience). Strong desire to learn goals-based financial planning and fiduciary client service. Commitment to providing strong customer service experiences for all types of individuals and households. Strong organizational skills with ability to manage multiple tasks, projects, and deadlines. Excellent interpersonal and communication skills, with the ability to learn to convey complex financial concepts clearly. Proficiency with Microsoft Office Suite. Willingness to learn financial planning tools (e.g., eMoney) and CRM systems.

Benefits:

401(k) 401(k) matching Employee assistance program Financial planning services Health insurance Health savings account Life insurance Paid time off Professional development assistance Retirement plan Vision insurance

Work Location:

In person