Financial 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 Financial Advisorwill support the Wealth Investments. The Financial Advisor will have responsibility for all functions relating to the companys investments sales and customer servicing within Wealth Investments structure. The incumbent will be responsible for providing advice to customers on personal investment products by informing them of current market trends and recommending appropriate investment strategies as well as maintaining a high level of profitable sales. The incumbent will be responsible for maintaining up-to-date familiarity with the current personal investments product portfolio to ensure optimum marketing potential while adhering to Bank Broker-Dealer FINRA and SEC rules and regulations. The incumbent will also be responsible for determining specific customer needs and ensuring that appropriate and suitable market transactions are executed. Additionally the incumbent will be responsible for developing relationships with internal and external referral sources and providing stellar service to the existing client base.

Job Responsibilities:

• Provide advice to customers on personal investment products by informing them of current market trends and recommending appropriate investment strategies as well as maintaining a high level of profitable sales.
• Maintain up-to-date familiarity with the current personal investments product portfolio to ensure optimum marketing potential while adhering to Bank Broker-Dealer FINRA and SEC rules and regulations.
• Determine specific customer needs and ensure that appropriate and suitable market transactions are executed.
• Develop relationships with internal and external referral sources and provide stellar service to the existing client base.

Minimum Qualifications:

• Bachelors Degree in Business Finance or Economics or equivalent work experience is required.
• Must have at least two years of relevant sales experience.
• Previous financial advisory experience is strongly preferred.
• Must have the following registrations: Series 7 Series 65 and 63 and/or Series 66 and Pennsylvania Life Insurance licenses.
• Must have no disclosures on Form U4.
• Must have knowledge of key planning investment and risk management concepts.
• Must have excellent computer skills (fluent in Word Excel and PowerPoint).
• Must have excellent written and oral communication skills including strong presentation skills.
• Proven ability to show discretion in private and confidential matters required.
• CFP designation preferred but not required.

WSFS Bank will only consider candidates who are presently authorized to work for any employer in the United States and who will not require work visa sponsorship from WSFS Bank now or in the future in order to retain their authorization to work in the United States.

Salary Range:

Individual base pay may vary on additional factors such as the candidates experience job-related skills relevant education geographic location and other specific business and organizational needs.

In addition to base salary WSFS Financial Corporation (WSFS) and its subsidiaries may offer eligible Associates discretionary and formula-based incentive and retention awards. WSFS provides a competitive benefits package which includes medical dental and vision coverage; a 401(k) plan; life accident and disability insurance; flexible spending accounts (FSAs) and health savings accounts (HSAs); and wellness programs. Additional benefits may include paid parental leave military leave vacation and other paid time off sick leave in accordance with applicable state laws and paid holidays. Benefit offerings are subject to eligibility requirements legal limitations and may vary based on an Associates location and employment status. For more information about Associate benefits please visit 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.