Senior Investment Advisor
Job Description At WSFS Bank, we empower our Associates to grow their careers, we guide our customers to secure their financial futures, and we actively support our Communities so they can fully thrive
Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, opportunities to advance, and more
We are the premiere, locally headquartered bank and wealth management company in the region and are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and Communities we serve
We Stand For Service is more than part of our name, it's our mission and our purpose
The Senior Investment Advisor is responsible for prospecting and engaging clients by formulating comprehensive financial planning, investment management and customized financial solutions provided by Bryn Mawr Capital Management (BMCM)
The incumbent will collaborate with the Private Banking team to enhance the client service and solution offering with banking products
This role will have exposure to business development, client service and relationship building, working with subject matter experts
This role will be highly focused on generating new business and expanding and retaining the existing client base while working with a team of professionals to support the client base
Job
Responsibilities:
Drive growth in a wealth management client base providing comprehensive financial planning and investment management and delivering highly personalized customized solutions
Cultivate a strong working relationship with those clients building trust and establishing a complete understanding of the client's goals and objectives
Proactively communicate with clients to regularly review goals and objectives and reaffirm the appropriateness of the current financial plan as detailed on the IPS
Collaborate with the Private Banking team to further deliver banking solution to clients
Actively seeks to identify new business opportunities from existing client base, prospects, and centers of influence
Collaborate with Leaders and associates to provide a work-flow solution in Salesforce, Orion, Wealth Access for Advisors and client support staff to effectively and efficiently utilize the platform
Administer complex and precise processes in support of client needs
Contribute with process improvement ideas
Contribute to Division initiatives (systems conversions, projects, etc.) Represent BMCM at outside/professional organizations
Support the mission, strategy, and values of BMCM
Additional responsibilities as required
Minimum Requirements:
4-year college degree in business administration, finance or a business related major is highly preferred
Must have experience with portfolio management, financial planning and custodial platforms
Must have FINRA Series 65 license or equivalent
CFP or ChFC or advanced certifications preferred
Must have expert knowledge, understanding and application of custodian platforms and investment principles, securities processing and clearing; portfolio and client management systems
Must have 7-10 years of experience in advisory business, financial planning role and advising
Strong Microsoft Office 365 skills including Excel, Word and PowerPoint and basic numeracy are required
Must be professional with a well-polished demeanor
Must have strong interpersonal and communication skills (written and verbal)
Must have the ability to work with independently and with a team
Must have the ability to work quickly, multi-task and meet deadlines
Must exhibit initiative, and the ability to complete assigned tasks efficiently and with little supervision
Must have no disclosures on Form U-4
WSFS Bank is inclusive and supportive of individual needs
If you have a physical or other impairment that might require an accommodation, including technical assistance with the WSFS Bank Careers website or submission process, please contact us via email at
careers@wsfsbank.com
WSFS is an equal opportunity employer
We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics
At WSFS Bank we empower our Associates to forge the careers of their dreams, we guide our Customers to secure their financial futures, and we actively support our Communities so they can fully thrive
We know that when we work together and move forward with purpose a brighter path to the future lies ahead for our Associates, our Customers, and the Communities we serve
WSFS Financial Corporation (WSFS) is a multibillion-dollar financial services company
Its primary subsidiary, WSFS Bank, is the oldest and largest locally-headquartered bank and trust company in the Greater Philadelphia and Delaware region
As of March 31, 2023, WSFS Financial Corporation had $20.3 billion in assets on its balance sheet and $65.6 billion in assets under management and administration
WSFS operates from 119 offices, 92 of which are banking offices, located in Pennsylvania (61), Delaware (39), New Jersey (17), Virginia (1) and Nevada (1) and provides comprehensive financial services including commercial banking, retail banking, cash management and trust and wealth management
Other subsidiaries or divisions include Arrow Land Transfer, Bryn Mawr Capital Management, LLC, Bryn Mawr Trust , The Bryn Mawr Trust Company of Delaware, Cash Connect , NewLane Finance , Powdermill Financial Solutions, WSFS Institutional Services , WSFS Mortgage , and WSFS Wealth Investments
Serving the Greater Delaware Valley since 1832, WSFS Bank is one of the ten oldest banks in the United States continuously operating under the same name.Estimated Salary: $20 to $28 per hour based on qualifications.
Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, opportunities to advance, and more
We are the premiere, locally headquartered bank and wealth management company in the region and are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and Communities we serve
We Stand For Service is more than part of our name, it's our mission and our purpose
The Senior Investment Advisor is responsible for prospecting and engaging clients by formulating comprehensive financial planning, investment management and customized financial solutions provided by Bryn Mawr Capital Management (BMCM)
The incumbent will collaborate with the Private Banking team to enhance the client service and solution offering with banking products
This role will have exposure to business development, client service and relationship building, working with subject matter experts
This role will be highly focused on generating new business and expanding and retaining the existing client base while working with a team of professionals to support the client base
Job
Responsibilities:
Drive growth in a wealth management client base providing comprehensive financial planning and investment management and delivering highly personalized customized solutions
Cultivate a strong working relationship with those clients building trust and establishing a complete understanding of the client's goals and objectives
Proactively communicate with clients to regularly review goals and objectives and reaffirm the appropriateness of the current financial plan as detailed on the IPS
Collaborate with the Private Banking team to further deliver banking solution to clients
Actively seeks to identify new business opportunities from existing client base, prospects, and centers of influence
Collaborate with Leaders and associates to provide a work-flow solution in Salesforce, Orion, Wealth Access for Advisors and client support staff to effectively and efficiently utilize the platform
Administer complex and precise processes in support of client needs
Contribute with process improvement ideas
Contribute to Division initiatives (systems conversions, projects, etc.) Represent BMCM at outside/professional organizations
Support the mission, strategy, and values of BMCM
Additional responsibilities as required
Minimum Requirements:
4-year college degree in business administration, finance or a business related major is highly preferred
Must have experience with portfolio management, financial planning and custodial platforms
Must have FINRA Series 65 license or equivalent
CFP or ChFC or advanced certifications preferred
Must have expert knowledge, understanding and application of custodian platforms and investment principles, securities processing and clearing; portfolio and client management systems
Must have 7-10 years of experience in advisory business, financial planning role and advising
Strong Microsoft Office 365 skills including Excel, Word and PowerPoint and basic numeracy are required
Must be professional with a well-polished demeanor
Must have strong interpersonal and communication skills (written and verbal)
Must have the ability to work with independently and with a team
Must have the ability to work quickly, multi-task and meet deadlines
Must exhibit initiative, and the ability to complete assigned tasks efficiently and with little supervision
Must have no disclosures on Form U-4
WSFS Bank is inclusive and supportive of individual needs
If you have a physical or other impairment that might require an accommodation, including technical assistance with the WSFS Bank Careers website or submission process, please contact us via email at
careers@wsfsbank.com
WSFS is an equal opportunity employer
We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics
At WSFS Bank we empower our Associates to forge the careers of their dreams, we guide our Customers to secure their financial futures, and we actively support our Communities so they can fully thrive
We know that when we work together and move forward with purpose a brighter path to the future lies ahead for our Associates, our Customers, and the Communities we serve
WSFS Financial Corporation (WSFS) is a multibillion-dollar financial services company
Its primary subsidiary, WSFS Bank, is the oldest and largest locally-headquartered bank and trust company in the Greater Philadelphia and Delaware region
As of March 31, 2023, WSFS Financial Corporation had $20.3 billion in assets on its balance sheet and $65.6 billion in assets under management and administration
WSFS operates from 119 offices, 92 of which are banking offices, located in Pennsylvania (61), Delaware (39), New Jersey (17), Virginia (1) and Nevada (1) and provides comprehensive financial services including commercial banking, retail banking, cash management and trust and wealth management
Other subsidiaries or divisions include Arrow Land Transfer, Bryn Mawr Capital Management, LLC, Bryn Mawr Trust , The Bryn Mawr Trust Company of Delaware, Cash Connect , NewLane Finance , Powdermill Financial Solutions, WSFS Institutional Services , WSFS Mortgage , and WSFS Wealth Investments
Serving the Greater Delaware Valley since 1832, WSFS Bank is one of the ten oldest banks in the United States continuously operating under the same name.Estimated Salary: $20 to $28 per hour based on qualifications.
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