Senior Investment Advisor

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 thrive

Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, opportunities to advance, and more

We 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 serve

We Stand For Service® is more than part of our name, it’s our mission and our purpose

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

At 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 thrive

We 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 serve

WSFS Financial Corporation (WSFS) is a multibillion-dollar financial services company

Its primary subsidiary, WSFS Bank, is the oldest and largest locally-headquartered bank and trust company in the Greater Philadelphia and Delaware region

As 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 administration

WSFS 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 management

Other 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® Investments

Serving 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.