Wealth Investments Advisor

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

Benefits offered by this job

Health benefits

401(k)

Insurance (life/accident/disability)

FSAs/HSAs

Wellness programs

Parental leave

Job summary

Bryn Mawr Trust, a WSFS Company, seeks a Financial Advisor to support Wealth Investments and guide client investments in line with current market trends. The role emphasizes advisory service, profitable sales, and staying compliant with FINRA/SEC rules.

You will build relationships with internal and external referral sources, maintain up-to-date knowledge of personal investment products, and tailor strategies to meet client needs while delivering stellar service across the client base.

Qualifications

• Bachelor’s Degree in Business, Finance or Economics.
• Minimum 2 years of relevant sales experience.
• Previous financial advisory experience preferred.
• Hold Series 7, 65 and 63 or 66 and PA Life licenses.
• No disclosures on Form U4.
• Solid knowledge of planning, investment and risk management concepts.
• Excellent computer skills: Word, Excel, PowerPoint.
• Excellent written and oral communication and strong presentation skills.
• 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

Communication skills

Presentation skills

Discretion

Customer service

Financial knowledge

Education

Bachelor’s degree in Business/Finance/Economics

Tools

MS Office

Job description

Bryn Mawr Trust, a WSFS Company, seeks a Financial Advisor to support Wealth Investments and guide client investments in line with current market trends. The role emphasizes advisory service, profitable sales, and staying compliant with FINRA/SEC rules.

You will build relationships with internal and external referral sources, maintain up-to-date knowledge of personal investment products, and tailor strategies to meet client needs while delivering stellar service across the client base.