Wealth Investments Advisor – Client-Focused

Bryn Mawr Trust Co.; Wilmington (DE); Hybrid; USD 93,000 - 153,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k) plan

Life, accident, and disability保险

FSAs and HSAs

Wellness programs

Paid parental leave

Vacation and holidays

Job summary

Bryn Mawr Trust, a WSFS Company, is seeking a Financial Advisor to support Wealth Investments by providing investment advice, executing suitable market transactions, and maintaining product knowledge in a compliant framework. The role emphasizes building client relationships and driving sales within a trusted wealth management environment.

The candidate should have relevant licenses and a degree in business/finance/economics, with strong communication skills and a client-centric service mindset.

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 registrations: Series 7, 65 and 63 and/or Series 66, and Pennsylvania Life Insurance licenses.
• Must have 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, including strong presentation 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

Series 7

Series 65

Series 63

Series 66

Pennsylvania Life Insurance licenses

Bachelor’s degree in Business/Finance/

Sales experience

CFP designation

Communication skills

Investment knowledge

Education

Bachelor’s degree in Business, Finance or Economics

Tools

Microsoft Office (Word, Excel, PowerPoint)

Job description

Bryn Mawr Trust, a WSFS Company, is seeking a Financial Advisor to support Wealth Investments by providing investment advice, executing suitable market transactions, and maintaining product knowledge in a compliant framework. The role emphasizes building client relationships and driving sales within a trusted wealth management environment.

The candidate should have relevant licenses and a degree in business/finance/economics, with strong communication skills and a client-centric service mindset.