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Senior Investment Advisor

Company: WSFS Bank
Location: Philadelphia
Posted on: April 2, 2024

Job Description:

Job Description At WSFS Bank, we empower our Associates to grow their careers, we guide our customers to secure their financial futures, and we actively support our Communities so they can fully thriveCareers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, opportunities to advance, and moreWe are the premiere, locally headquartered bank and wealth management company in the region and are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and Communities we serveWe Stand For Service is more than part of our name, it's our mission and our purposeThe Senior Investment Advisor is responsible for prospecting and engaging clients by formulating comprehensive financial planning, investment management and customized financial solutions provided by Bryn Mawr Capital Management ("BMCM")The incumbent will collaborate with the Private Banking team to enhance the client service and solution offering with banking productsThis role will have exposure to business development, client service and relationship building, working with subject matter expertsThis role will be highly focused on generating new business and expanding and retaining the existing client base while working with a team of professionals to support the client baseJob Responsibilities: Drive growth in a wealth management client base providing comprehensive financial planning and investment management and delivering highly personalized customized solutionsCultivate a strong working relationship with those clients building trust and establishing a complete understanding of the client's goals and objectivesProactively communicate with clients to regularly review goals and objectives and reaffirm the appropriateness of the current financial plan as detailed on the IPSCollaborate with the Private Banking team to further deliver banking solution to clientsActively seeks to identify new business opportunities from existing client base, prospects, and centers of influenceCollaborate with Leaders and associates to provide a work-flow solution in Salesforce, Orion, Wealth Access for Advisors and client support staff to effectively and efficiently utilize the platformAdminister complex and precise processes in support of client needsContribute with process improvement ideasContribute to Division initiatives (systems conversions, projects, etc.) Represent BMCM at outside/professional organizationsSupport the mission, strategy, and values of BMCMAdditional responsibilities as requiredMinimum Requirements: 4-year college degree in business administration, finance or a business related major is highly preferredMust have experience with portfolio management, financial planning and custodial platformsMust have FINRA Series 65 license or equivalentCFP or ChFC or advanced certifications preferredMust have expert knowledge, understanding and application of custodian platforms and investment principles, securities processing and clearing; portfolio and client management systemsMust have 7-10 years of experience in advisory business, financial planning role and advisingStrong Microsoft Office 365 skills including Excel, Word and PowerPoint and basic numeracy are requiredMust be professional with a well-polished demeanorMust have strong interpersonal and communication skills (written and verbal)Must have the ability to work with independently and with a teamMust have the ability to work quickly, multi-task and meet deadlinesMust exhibit initiative, and the ability to complete assigned tasks efficiently and with little supervisionMust have no disclosures on Form U-4WSFS Bank is inclusive and supportive of individual needsIf you have a physical or other impairment that might require an accommodation, including technical assistance with the WSFS Bank Careers website or submission process, please contact us via email at WSFS is an equal opportunity employerWe do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristicsAt WSFS Bank we empower our Associates to forge the careers of their dreams, we guide our Customers to secure their financial futures, and we actively support our Communities so they can fully thriveWe know that when we work together and move forward with purpose a brighter path to the future lies ahead for our Associates, our Customers, and the Communities we serveWSFS Financial Corporation (WSFS) is a multibillion-dollar financial services companyIts primary subsidiary, WSFS Bank, is the oldest and largest locally-headquartered bank and trust company in the Greater Philadelphia and Delaware regionAs of March 31, 2023, WSFS Financial Corporation had $20.3 billion in assets on its balance sheet and $65.6 billion in assets under management and administrationWSFS operates from 119 offices, 92 of which are banking offices, located in Pennsylvania (61), Delaware (39), New Jersey (17), Virginia (1) and Nevada (1) and provides comprehensive financial services including commercial banking, retail banking, cash management and trust and wealth managementOther subsidiaries or divisions include Arrow Land Transfer, Bryn Mawr Capital Management, LLC, Bryn Mawr Trust , The Bryn Mawr Trust Company of Delaware, Cash Connect , NewLane Finance , Powdermill Financial Solutions, WSFS Institutional Services , WSFS Mortgage , and WSFS Wealth InvestmentsServing the Greater Delaware Valley since 1832, WSFS Bank is one of the ten oldest banks in the United States continuously operating under the same name.

Keywords: WSFS Bank, Philadelphia , Senior Investment Advisor, Accounting, Auditing , Philadelphia, Pennsylvania

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