Senior Investment Advisor

Job Description

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. In addition 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 clients building trust and establishing a complete understanding of the clients 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 seek to identify new business opportunities from existing client base prospects and centers of influence.
• Collaborate with Leaders and associates to provide a workflow 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.
• Responsible for providing technical lead and guidance activities to junior colleagues.
• Support the mission strategy and values of BMCM.
• Additional responsibilities as required.

Minimum Qualifications:

• Bachelors degree in business administration finance or a business related major is highly preferred.
• Must have a minimum of 7 years of experience in advisory business financial planning role and advising.
• 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.
• Strong Microsoft Office 365 skills including Excel Word and PowerPoint and basic numeracy are required.
• Strong interpersonal and written and verbal communication skills.
• Must have the ability to work with independently and with a team.
• Must have the ability to multitask and meet deadlines.
• Must exhibit initiative and the ability to complete assigned tasks efficiently and with little supervision.
• Must have no disclosures on Form U4.

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.