Financial Advisor

Bryn Mawr Trust; Wilmington (DE); On-site; USD 93,000 - 153,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401(k)

Job summary

Bryn Mawr Trust, a WSFS Company, seeks a Financial Advisor to support Wealth Investments by providing investment guidance and sales to clients. The advisor will stay current with product portfolios and regulatory requirements while building relationships with referral sources and delivering stellar client service.

The role requires securities licenses (Series 7/65/63 or 66) and insurance licenses, with potential CFP consideration. Base salary is complemented by incentives and benefits.

Qualifications

• Bachelor's degree required in Business, Finance, or Economics.
• Minimum two years of relevant sales experience.
• Must hold active securities and insurance licenses as stated.
• Experience in financial advisory preferred.

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.

Skills

Communication skills

Presentation skills

Written communication

Education

Bachelor's Degree in Business, Finance or Economics

Tools

Series 7

Series 65

Series 63

Series 66

Pennsylvania Life Insurance licenses

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 and Benefits

• 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 [e-mail].


• 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.