Wealth Advisor - Personal Investments & Client Growth

WSFS Bank; Wilmington (DE); On-site; USD 93,000 - 153,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) plan

Life insurance

Disability insurance

FSAs and HSAs

Wellness programs

Paid parental leave

Military leave

Paid time off

Sick leave

Paid holidays

Job summary

WSFS Bank is seeking a Financial Advisor to support Wealth Investments, advising clients on personal investment products and ensuring compliant, profitable sales. You will maintain knowledge of product portfolios, determine client needs, and build strong referral relationships to serve an existing client base.

Qualifications include a bachelor’s degree in business/finance/economics, 2+ years of sales experience, Series 7/65/63/66 licenses, and state life licenses. CFP designation preferred.

Qualifications

• Bachelor’s Degree in Business, Finance or Economics, or equivalent work experience.
• 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.

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

Sales experience

Financial advisory experience

Communication skills

Presentation skills

Discretion in confidential matters

Education

Bachelor’s degree in Business/Finance/Economics

CFP designation (preferred)

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Series 7/65/63/66 licenses (as applicable)

Pennsylvania Life Insurance license

Job description

WSFS Bank is seeking a Financial Advisor to support Wealth Investments, advising clients on personal investment products and ensuring compliant, profitable sales. You will maintain knowledge of product portfolios, determine client needs, and build strong referral relationships to serve an existing client base.

Qualifications include a bachelor’s degree in business/finance/economics, 2+ years of sales experience, Series 7/65/63/66 licenses, and state life licenses. CFP designation preferred.