Wealth Investments Financial Advisor

Bryn Mawr Trust

Wilmington (DE)

On-site

USD 93,000 - 153,000

Full time

14 days+

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Benefits offered by this job

Medical, dental, and vision coverage

401(k) plan

Life, accident, and disability insure.

FSAs and HSAs

Job summary

Bryn Mawr Trust, a WSFS Company, is seeking a Financial Advisor to support Wealth Investments, advising clients on personal investment products, and maintaining strong client relationships. You will stay informed on market trends and recommend suitable strategies while ensuring compliant, profitable sales.

The role requires FINRA registrations and a Bachelor’s degree in business-related fields, with CFP preferred.

Qualifications

Bachelor’s Degree in Business, Finance or Economics, or equivalent work experience.
At least two years of relevant sales experience; prior financial advisory preferred.
Must have FINRA registrations: Series 7, 65, 63/66 and PA Life Insurance licenses; no U4 disclosures.

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.