Financial Advisor

About the role

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 team with responsibility for all functions relating to the company’s investments sales and customer servicing within Wealth Investments’ structure.

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.

Requirements

• Bachelor’s Degree in Business, Finance or Economics, or equivalent work experience.
• At least two years of relevant sales experience.
• Previous financial advisory experience is strongly preferred.
• Series 7, Series 65 and 63 and/or Series 66 registrations and Pennsylvania Life Insurance licenses.
• No disclosures on Form U4.
• Knowledge of key planning, investment and risk management concepts.
• Excellent computer skills (fluent in Word, Excel, and PowerPoint).
• Excellent written and oral communication skills, including strong presentation skills.
• Proven ability to show discretion in private and confidential matters.

Preferred Qualifications

• CFP® designation.

Pay

Salary Range: $92,869.00 – $152,569.00. Individual base pay may vary on additional factors such as the candidate’s experience, job-related skills, relevant education, geographic location, and other specific business and organizational needs. In addition to base salary, WSFS Financial Corporation and its subsidiaries may offer eligible Associates discretionary and formula-based incentive and retention awards.

Benefits

• Medical, dental, and vision coverage.
• 401(k) plan.
• Life, accident, and disability insurance.
• Flexible spending accounts (FSAs) and health savings accounts (HSAs).
• Wellness programs.
• Paid parental leave, military leave, vacation and other paid time off, sick leave in accordance with applicable state laws, and paid holidays (eligibility requirements and legal limitations apply; offerings may vary by location and employment status).