Financial Advisor

Bryn Mawr Trust; Delaware; On-site; USD 93,000 - 153,000; Full time

Job summary

Bryn Mawr Trust, a WSFS Company, seeks a Financial Advisor to support Wealth Investments. You will advise clients on personal investments, stay current with market trends, and promote profitable sales while complying with FINRA/SEC rules.

You will build relationships with referral sources and provide superior service to a growing client base. The role requires relevant licenses, strong communication, and a client-focused approach within a collaborative wealth management environment.

Qualifications

• Bachelor's degree in Business, Finance or Economics, or equivalent work experience.
• At least two years of relevant sales experience.
• Previous financial advisory experience preferred.
• Must have Series 7, Series 65 and 63 and/or Series 66, and PA Life Insurance licenses.
• No disclosures on Form U4.
• Knowledge of planning, investment and risk management concepts.
• Excellent computer skills (Word, Excel, PowerPoint).
• Excellent written and oral communication, including strong presentation skills.
• Discretion in private and confidential matters.
• CFP designation preferred but not required.

Responsibilities

• Provide advice on personal investment products based on market trends and suitable strategies.
• Maintain knowledge of the personal investment product portfolio to ensure compliant sales.
• Determine customer needs and execute appropriate market transactions.
• Develop relationships with internal and external referral sources and provide stellar service.

Skills

Sales experience

Communication skills

Discretion

Presentation skills

Education

Bachelor's degree in Business/Finance/Economics

CFP designation (preferred)

Tools

Word

Excel

PowerPoint

Job description

Job Description
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.

Job 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.

Minimum Qualifications

• Bachelor's Degree in Business, Finance or Economics, or equivalent work experience, is required.
• Must have at least two years of relevant sales experience.
• Previous financial advisory experience is strongly preferred.
• 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.
• CFP® designation preferred but not required.

WSFS Bank will only consider candidates who are 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.

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 (WSFS) and its subsidiaries may offer eligible Associates discretionary and formula‑based incentive and retention awards. WSFS provides a competitive benefits package, which includes medical, dental, and vision coverage; a 401(k) plan; life, accident, and disability insurance; flexible spending accounts (FSAs) and health savings accounts (HSAs); and wellness programs. Additional benefits may include paid parental leave, military leave, vacation and other paid time off, sick leave in accordance with applicable state laws, and paid holidays. Benefit offerings are subject to eligibility requirements, legal limitations, and may vary based on an Associate's location and employment status. For more information about Associate benefits, please visit https://www.wsfsbank.com/about/careers/

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 [emailprotected] .

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.