Wealth Investments Advisor

Bryn Mawr Trust Advisors, LLC; Bellevue (WA); On-site; USD 93,000 - 153,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k) plan

Life, accident, and disability insur.,

flexible spending accounts (FSAs) and

wellness programs

paid parental leave, vacation and sick

Job summary

Bryn Mawr Trust, a WSFS Company, is seeking a Financial Advisor to support Wealth Investments. You will provide personalized investment guidance, inform clients about market trends, and drive accordingly while ensuring compliance with Bank, Broker-Dealer, FINRA and SEC rules.

The role emphasizes developing client relationships, delivering stellar service, and maintaining up-to-date knowledge of our investment product portfolio to optimize opportunities for existing clients.

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.
• 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.

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

Financial advisory sales

Communication skills

Regulatory knowledge

Computer skills

Education

Bachelor’s Degree in Business/Finance/Economics

Tools

Series 7

Series 65

Series 63

Series 66

Pennsylvania Life Insurance licenses

Job description

Bryn Mawr Trust, a WSFS Company, is seeking a Financial Advisor to support Wealth Investments. You will provide personalized investment guidance, inform clients about market trends, and drive accordingly while ensuring compliance with Bank, Broker-Dealer, FINRA and SEC rules.

The role emphasizes developing client relationships, delivering stellar service, and maintaining up-to-date knowledge of our investment product portfolio to optimize opportunities for existing clients.