Wealth Investments Advisor

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

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) plan

Life insurance

Paid holidays

Parental leave

Job summary

Bryn Mawr Trust, a WSFS Company, seeks a Financial Advisor to provide advice on personal investment products, manage client relationships, and drive profitable sales within Wealth Investments. The role requires knowledge of current market trends and strong presentation skills.

Responsibilities include maintaining familiarity with the investment product portfolio, ensuring compliant market transactions, and developing referral networks.

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 registrations: Series 7, Series 65 and 63 and/or Series 66, and Pennsylvania Life Insurance licenses.
• No disclosures on Form U4.
• Knowledge of key planning, investment and risk management concepts.
• Excellent computer skills (Word, Excel, PowerPoint).
• Excellent written and oral communication skills.

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

Communication skills

Word

Excel

PowerPoint

Education

Bachelor’s Degree in Business/Finance/Economics

Tools

Word

Excel

PowerPoint

Job description

Bryn Mawr Trust, a WSFS Company, seeks a Financial Advisor to provide advice on personal investment products, manage client relationships, and drive profitable sales within Wealth Investments. The role requires knowledge of current market trends and strong presentation skills.

Responsibilities include maintaining familiarity with the investment product portfolio, ensuring compliant market transactions, and developing referral networks.