Investment Advisor

Job Description

Description:

At WSFS Bank we empower our Associates to grow their careers guide our customers to secure their financial futures and actively support our communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture competitive salaries advancement opportunities and more. We are the regions locally headquartered bank and wealth management company. We 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 its our mission and our purpose.

The Junior Investment Advisor is a developmental role responsible for supporting Senior Investment Advisors/Investment Advisors with client and portfolio management which includes but is not limited to meeting preparation materials and research etc. The Junior Investment Advisor is also responsible for working with individuals and institutions to formulate investment plans which are then documented on the Investment Policy Statement (IPS). Utilizing a broadbased knowledge of investments and portfolio management concepts experience and bank resources this position is required to deliver investment outcomes to meet or exceed client goals and objectives.

The position requires internal communications including participation in select internal committee meetings; knowledge understanding and application of fiduciary and investment principles including Reg 9 compliance requirements; knowledge of securities processing and clearing; knowledge of trust & accounting systems; knowledge of investment systems to support trading and performance analysis (Orion Eclipse and Morningstar) and technology to support recordkeeping and payment history (SEI); and interface with Trust Operations Service Partners.

Job Responsibilities:

• Manages client portfolios in keeping with goals established for the account IPS and all BMT standards and policies.
• Cultivates strong working relationships with clients and their advisors in order to develop a complete understanding of clients needs.
• Proactively communicates with clients to regularly review goals and objectives and reaffirm the appropriateness of the current investment plan as detailed on IPS.
• Completes Annual Reg 9 reviews and works to align portfolios in keeping with approved security lists and investment parameters.
• Actively seeks to identify new business opportunities from existing client base prospects and centers of influence.
• Builds and maintains knowledge of investment principles and portfolio management concepts.
• Actively contributes to the development and enhancement of the investment offering at Bryn Mawr Trust by sharing observations and insights on industry trends professional development and client experiences.
• Represents Bryn Mawr Trust at outside/professional organizations.
• Supports the mission strategy and values of Bryn Mawr Trust.
• Additional responsibilities as required.

Minimum Qualifications:

• College degree and at least 37 years of experience in an investment management setting e.g. investment advisory firm trust department of a bank hedge fund private investment office or a related financial services organization e.g. consultancy accounting firm estate planning firm. Advanced degree either CFA or MBA preferred.
• Thorough knowledge of investment and portfolio management theory along with a fundamental knowledge of financial planning principles.
• Knowledge of fiduciary tax and other regulations impacting the investment management function.
• Strong investment management skills and commitment to delivering excellent customer outcomes including the usage of Morningstar
• Strong written and verbal skills and ability to handle and deliver difficult client and management messages with tact and firmness.

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. Our Mission and Values serve as essential reminders about who we are and how we do business. WSFS is an equalopportunity 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.

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

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.