Wealth Investments Advisor: Strategy, Sales & Service

Bryn Mawr Trust; Delaware; On-site; USD 93,000 - 153,000; Full time

Job summary

Bryn Mawr Trust, a WSFS Company, seeks a Financial Advisor to support Wealth Investments. You will advise clients on personal investments, stay current with market trends, and promote profitable sales while complying with FINRA/SEC rules.

You will build relationships with referral sources and provide superior service to a growing client base. The role requires relevant licenses, strong communication, and a client-focused approach within a collaborative wealth management environment.

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 Series 7, Series 65 and 63 and/or Series 66, and PA Life Insurance licenses.
• No disclosures on Form U4.
• Knowledge of planning, investment and risk management concepts.
• Excellent computer skills (Word, Excel, PowerPoint).
• Excellent written and oral communication, including strong presentation skills.
• Discretion in private and confidential matters.
• CFP designation preferred but not required.

Responsibilities

• Provide advice on personal investment products based on market trends and suitable strategies.
• Maintain knowledge of the personal investment product portfolio to ensure compliant sales.
• Determine customer needs and execute appropriate market transactions.
• Develop relationships with internal and external referral sources and provide stellar service.

Skills

Sales experience

Communication skills

Discretion

Presentation skills

Education

Bachelor's degree in Business/Finance/Economics

CFP designation (preferred)

Tools

Word

Excel

PowerPoint

Job description

Bryn Mawr Trust, a WSFS Company, seeks a Financial Advisor to support Wealth Investments. You will advise clients on personal investments, stay current with market trends, and promote profitable sales while complying with FINRA/SEC rules.

You will build relationships with referral sources and provide superior service to a growing client base. The role requires relevant licenses, strong communication, and a client-focused approach within a collaborative wealth management environment.