Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses.
The 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 products. This role will have exposure to business development, client service and relationship building, working with subject matter experts. This 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 base.
Job Responsibilities:
Drive growth in a wealth management client base providing comprehensive financial planning and investment management and delivering highly personalized customized solutions.
Cultivate a strong working relationship with those clients building trust and establishing a complete understanding of the client's goals and objectives.
Proactively communicate with clients to regularly review goals and objectives and reaffirm the appropriateness of the current financial plan as detailed on the IPS.
Collaborate with the Private Banking team to further deliver banking solution to clients.
Actively seeks to identify new business opportunities from existing client base, prospects, and centers of influence.
Collaborate 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 platform.
Administer complex and precise processes in support of client needs. Contribute with process improvement ideas. Contribute to Division initiatives (systems conversions, projects, etc.)
Represent BMCM at outside/professional organizations.
Support the mission, strategy, and values of BMCM.
Additional responsibilities as required.
Minimum Requirements:
4-year college degree in business administration, finance or a business related major is highly preferred.
Must have experience with portfolio management, financial planning and custodial platforms.
Must have FINRA Series 65 license or equivalent.
CFP or ChFC or advanced certifications preferred.
Must have expert knowledge, understanding and application of custodian platforms and investment principles, securities processing and clearing; portfolio and client management systems.
Must have 7-10 years of experience in advisory business, financial planning role and advising.
Strong Microsoft Office 365 skills including Excel, Word and PowerPoint and basic numeracy are required.
Must be professional with a well-polished demeanor.
Must have strong interpersonal and communication skills (written and verbal).
Must have the ability to work with independently and with a team.
Must have the ability to work quickly, multi-task and meet deadlines.
Must exhibit initiative, and the ability to complete assigned tasks efficiently and with little supervision.
Must have no disclosures on Form U-4.
WSFS Bank is inclusive and supportive of individual needs. If 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 careers@wsfsbank.com.
WSFS is an equal opportunity employer. We 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 characteristics.
