We have other current jobs related to this field that you can find below

  • Wealth Advisor

    2 months ago

    Berwyn, Illinois, United States Wsfs Financial Full time

    Job DescriptionAt 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 region's locally...

  • Associate Wealth Advisor

    2 months ago

    Berwyn, United States Sequoia Financial Group Full time

    Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide us through the pursuit of our purpose to enrich lives. At Sequoia, our core values are: ...

  • Associate Wealth Advisor

    3 weeks ago

    Berwyn, United States Sequoia Financial Group LLC Full time

    Job DescriptionJob DescriptionDescription:Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide us through the pursuit of our purpose to...

  • Client Service Associate

    2 weeks ago

    Berwyn, United States Envestnet Full time

    DescriptionEnvestnet is seeking a passionate and talented Client Service Associate - Advisor to join our Service - Advisor team. This position is expected to report to either our Berwyn, PA or Raleigh, NC office.Envestnet is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers...

  • Client Service Associate

    4 weeks ago

    Berwyn, United States Envestnet Full time

    Description Envestnet is seeking a passionate and talented Client Service Associate - Advisor to join our Service - Advisor team. This position is expected to report to either our Berwyn, PA or Raleigh, NC office. Envestnet is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers...

  • Financial Portfolio Administrator

    23 hours ago

    Berwyn, Pennsylvania, United States Envestnet Full time

    Envestnet is in search of a dedicated and skilled Portfolio Specialist to become a vital part of our Platform Operations team. This role is integral to our mission of revolutionizing the delivery of financial advice and wellness. At Envestnet, we strive to empower financial advisors and service providers with cutting-edge technology, solutions, and insights...

  • Financial Analyst II

    3 months ago

    Berwyn, United States Envestnet Full time

    Description Envestnet is seeking a passionate and talented Financial Analyst II to join our Finance team. This position is expected to report to our Berwyn, PA office. Envestnet is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with innovative technology, solutions, and...

  • Senior Wealth and Trust Advisor

    3 months ago

    Berwyn, United States WSFS Bank Full time

    Job 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 region's locally...

  • Senior Wealth and Trust Advisor

    4 weeks ago

    Berwyn, United States WSFS Bank Full time

    Job 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 region's locally...

  • Senior Wealth and Trust Advisor

    2 months ago

    Berwyn, United States WSFS Bank Full time

    Job 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 region's locally...

  • Lead Financial Solutions Consultant

    7 days ago

    Berwyn, Illinois, United States Workday, Inc. Full time

    Position Overview As a Lead Financial Solutions Consultant, you will be instrumental in driving the effective deployment of Workday's financial offerings tailored for our healthcare clientele. This role provides a unique opportunity to collaborate within a diverse and inclusive environment, working alongside sales, project management, product teams, and...

  • Administrative Assistant

    3 weeks ago

    Berwyn, United States Sequoia Financial Group LLC Full time

    Job DescriptionJob DescriptionDescription:Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide us through the pursuit of our purpose to...

  • Regional Sales Manager

    3 months ago

    Berwyn, United States Magis Capital Partners LL Full time

    Job DescriptionJob DescriptionAbout USAdvisor Credit Exchange, LLC (ACE) is an independent technology firm founded by notable industry innovators. At ACE our mission is to support the full wealth management life cycle. ACE technology is a breakthrough solution that empowers Financial Advisors to present pre-qualified credit opportunities from industry...

  • Institutional Client Support Specialist

    1 week ago

    Berwyn, United States Envestnet Full time

    Description Envestnet is seeking a passionate and talented Institutional Client Support Specialist to join our Service team. This position is expected to report to our Berwyn, PA office. Envestnet, Inc. (NYSE: ENV) is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with...

  • Senior Institutional Client Support Specialist

    1 month ago

    Berwyn, United States Yodlee Full time

    Envestnet is seeking a passionate and talented Senior Institutional Client Support Specialist to join our Service team. This position is expected to report to our Berwyn, PA office. Envestnet is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with innovative technology,...

  • Operations Specialist

    1 month ago

    Berwyn, United States Envestnet Full time

    DescriptionEnvestnet is seeking a passionate and talented Operations Specialist to join our Platform Operations team. This position is expected to report to our Berwyn, PA office.Envestnet is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with innovative technology,...

  • Tax Overlay Support Specialist

    5 days ago

    Berwyn, United States Envestnet Full time

    Description Envestnet is seeking a passionate and talented Tax Overlay Support Specialist to join our Trade Services team. This position is expected to report to our Berwyn, PA office. Envestnet is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with innovative technology,...

  • Senior Institutional Client Support Specialist

    1 month ago

    Berwyn, United States Envestnet Full time

    Description Envestnet is seeking a passionate and talented Senior Institutional Client Support Specialist to join our Service team. This position is expected to report to our Berwyn, PA office. Envestnet is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with innovative...

  • Investment Portfolio Coordinator

    6 days ago

    Berwyn, Pennsylvania, United States Envestnet Full time

    Envestnet is on the lookout for a dedicated and skilled Portfolio Specialist to become a vital part of our Platform Operations team. At Envestnet, we are redefining the delivery of financial advice and wellness. Our goal is to empower financial advisors and service providers with cutting-edge technology, solutions, and insights to make financial wellness...

  • Client Operations Coordinator

    6 days ago

    Berwyn, Pennsylvania, United States Envestnet Full time

    Envestnet is on the lookout for a dedicated and skilled Operations Specialist to become a vital part of our Platform Operations team. This role is integral to our mission of reshaping the delivery of financial advice and wellness. At Envestnet, we are committed to empowering advisors and financial service providers through innovative technology and...

Financial Advisor

2 months ago

Berwyn, United States WSFS Bank Full time
Job 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 region's 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, it’s our mission and our purpose
The Financial Advisor is responsible for maintaining ongoing relationships with endowment, foundation and charitable clients and managing the delivery of wealth management services to those clients
With their specialized knowledge of the needs of endowment and foundation clients, the Financial Advisor will connect clients to resources that help build long-term financial sustainability; they will also look for opportunities to enhance and grow the existing relationship with the bank
The Financial Advisor will oversee RFP processes, ensuring all responses to RFPs represent the best of BMT’s offering tailored to the needs of the prospect
Lastly, the Financial Advisor will actively build and maintain a broad network in the nonprofit and charitable arena, attending events and screening prospective client opportunities
Job Responsibilities: Manages a client base consisting of endowment, foundation and charitable wealth relationships Manages client relationships ensuring that fiduciary standards and BMT’s policies are observed
Assumes responsibility for overall client satisfaction by directing and coordinating the efforts of appropriate bank resources to ensure the timely delivery of quality service, issue resolution, and effective communication with clients and other team members
Cultivates strong working relationships with clients and their outside advisors in order to develop a complete understanding of clients’ needs Responds to RFPs and/or coordinates teams of advisors completing RFP processes, ensuring responses are timely and complete Actively seeks to identify new business opportunities from the existing client base, prospects and centers of influence Regularly attends gatherings of nonprofit and foundation organizations and leaders, contributing own thought leadership Builds and maintains own knowledge base of nonprofit needs, trends and resources Represents BMT at outside/professional organizations Supports the mission, strategy and values of BMT Additional responsibilities as required Minimum Qualifications: Must have a College degree
Must have at least 5 years of experience in a role serving nonprofit and/or charitable constituents
Must have or acquire relevant advisory licenses within 1st year
Must get or have CFP or ChFC within 2 years of hire or equivalent designation
Must have a general knowledge, understanding and application of custodian platforms and investment principles, securities processing and clearing, portfolio and client management systems
Must have demonstrated success in a role with sales and/or fundraising responsibility
Must have strong knowledge of nonprofit business models, landscape and needs
Must have strong customer service skills and commitment to delivering excellent customer service
Must have strong written and verbal skills and ability to handle and deliver difficult client and management messages with tact and firmness
Must be comfortable with solving complex internal and external issues as it relates to the Bank’s clients, processes and procedures
Experience with custodian platforms and/or investment system is preferred
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.