Financial Advisor

WSFS Bank•Wilmington, DE

8d•Onsite

About The Position

Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses. The Financial Advisor will support the Wealth Investments. The Financial Advisor will have responsibility for all functions relating to the company’s investments sales and customer servicing within Wealth Investments’ structure. The incumbent will be responsible for providing advice to customers on personal investment products by informing them of current market trends and recommending appropriate investment strategies, as well as maintaining a high level of profitable sales. The incumbent will be responsible for maintaining up-to-date familiarity with the current personal investments product portfolio to ensure optimum marketing potential while adhering to Bank, Broker-Dealer, FINRA and SEC rules and regulations. The incumbent will also be responsible for determining specific customer needs and ensuring that appropriate and suitable market transactions are executed. Additionally, the incumbent will be responsible for developing relationships with internal and external referral sources and providing stellar service to the existing client base.

Requirements

Bachelor’s Degree in Business, Finance or Economics, or equivalent work experience, is required.
Must have at least two years of relevant sales experience.
Must have the following registrations: Series 7, Series 65 and 63 and/or Series 66, and Pennsylvania Life Insurance licenses.
Must have no disclosures on Form U4.
Must have knowledge of key planning, investment and risk management concepts.
Must have excellent computer skills (fluent in Word, Excel, and PowerPoint).
Must have excellent written and oral communication skills, including strong presentation skills.
Proven ability to show discretion in private and confidential matters required.
Presently authorized to work for any employer in the United States and who will not require work visa sponsorship from WSFS Bank now or in the future in order to retain their authorization to work in the United States.

Nice To Haves

Previous financial advisory experience is strongly preferred.
CFP® designation preferred but not required.

Responsibilities

Provide advice to customers on personal investment products by informing them of current market trends and recommending appropriate investment strategies, as well as maintaining a high level of profitable sales.
Maintain up-to-date familiarity with the current personal investments product portfolio to ensure optimum marketing potential while adhering to Bank, Broker-Dealer, FINRA and SEC rules and regulations.
Determine specific customer needs and ensure that appropriate and suitable market transactions are executed.
Develop relationships with internal and external referral sources and provide stellar service to the existing client base.