![WSFS Bank](https://media.trabajo.org/img/noimg.jpg)
Bryn Mawr Capital Management Financial Advisor
3 weeks ago
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 Bryn Mawr Capital Management Financial Advisor is responsible for working with individuals and institutions to formulate investment plans which are then documented on the Investment Policy Statement (IPS) and utilizes a broad-based knowledge of investments and portfolio management concepts, experience, and bank resources to deliver investment outcomes to meet or exceed client goals and objectives.
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 client's 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.
- College degree and at least 3-7 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.
- Series 65 required
- Thorough knowledge of investment and portfolio management theory, along with a fundamental knowledge of financial planning principles.
- Must have knowledge of fiduciary, tax, and other regulations impacting the investment management function.
- Must have knowledge, understanding, and application of fiduciary and investment principles, including Reg 9 compliance requirements.
- Must have knowledge of securities processing and clearing.
- Must have knowledge of investment systems to support trading and performance analysis (First Rate and Investor's View specifically) and technology to support recordkeeping and payment history (SunGard); and interface with Trust Operations Service Partners.
- Strong investment management skills and commitment to delivering excellent customer outcomes.
- 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.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.
-
Bryn Mawr Capital Management Financial Advisor
3 weeks ago
Philadelphia, United States WSFS Bank Full timeJob 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 thriveCareers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and moreWe are the region's locally headquartered...
-
Benefits Manager
2 months ago
Philadelphia, United States Bryn Mawr College Full timeTHE POSITION The salary range is $75,000 - 90,000 annually depending on experience. ABOUT THE INSTITUTION Bryn Mawr College is located in the Philadelphia, Pennsylvania region. The College serves a population of approximately 1,700 students at both the undergraduate and graduate levels. It has a tradition of educational excellence and offers a dynamic...
-
Help Desk Associate
5 days ago
Philadelphia, United States Bryn Mawr College Full timeTHE POSITION Library & Information Technology Services at Bryn Mawr College is looking for a Help Desk Associate to join our Client Engagement and Planning (CEP) team. The CEP team is a group of professionals that work at the intersection of technology and its users, providing access to a wide variety of essential tools and resources. The members of our...
-
Human Resources Generalist
3 weeks ago
Philadelphia, United States Bryn Mawr College Full timeTHE POSITION The Human Resources Generalist will support all areas of HR including data entry into our HRIS system, student employment, staff events, recruiting, payroll audits and other general HR duties. Associate degree required (bachelor’s preferred) along with at least 2 years of experience in Human Resources. This is a 26 hour per week position...
-
Processing Archivist for College Histories
2 weeks ago
Philadelphia, United States Bryn Mawr College Full timeBryn Mawr College has an opening for a **Processing Archivist for College Histories**.** This is a 3-year term position. The starting annual salary is $60-$67k plus benefits. THE POSITION The Processing Archivist for College Histories** **is a three-year term-limited position at Bryn Mawr College Special Collections, a team-based department within Library...
-
Travel PT
2 weeks ago
Philadelphia, United States AlliedTravelCareers Full timeAlliedTravelCareers is working with Health Carousel Travel Nursing and Allied Health to find a qualified PT in Bryn Mawr, Pennsylvania, 19010!Pay Information$2,039 per weekAbout The Positionis seeking a qualified Physical Therapist Travel PT for the following assignment: Estimated Start Date: 6/17/2024 Location: Bryn Mawr, PAShift: DaysHours Per Week:...
-
Sr. Business Development Account Manager
3 weeks ago
Philadelphia, United States WSFS Bank Full timeJob Description WSFS Bank is inclusive and supportive of individual needsIf 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.comWSFS is an equal opportunity employerWe do not discriminate based...
-
Assistant Branch Manager
2 weeks ago
Philadelphia, United States WSFS Bank Full timeJob Description Schedule: Monday - Friday 8 AM - 6 PM, Saturday 9 AM - 1 PM 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...
-
Assistant Branch Manager
2 weeks ago
Philadelphia, United States WSFS Bank Full timeJob Description Schedule: Monday - Friday 8 AM - 6 PM, Saturday 9 AM - 1 PM 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...
-
Assistant Branch Manager
3 weeks ago
Philadelphia, United States WSFS Bank Full timeJob Description Schedule: Monday - Friday 8 AM - 6 PM, Saturday 9 AM - 1 PM 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...
-
Assistant Branch Manager
3 weeks ago
Philadelphia, United States WSFS Bank Full timeJob Description Schedule: Monday - Friday 8 AM - 6 PM, Saturday 9 AM - 1 PM 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 thriveCareers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement...
-
Assistant Branch Manager
1 week ago
Philadelphia, United States WSFS Bank Full timeJob Description Schedule: Monday - Friday 8 AM - 6 PM, Saturday 9 AM - 1 PM 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...
-
Retail Office Manager
3 weeks ago
Philadelphia, United States WSFS Bank Full timeJob Description Schedule: Monday - Friday 8 AM – 6 PM, Saturday 9 AM – 1 PM 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 thriveCareers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement...
-
Locum Physician
2 weeks ago
Philadelphia, United States LocumJobsOnline Full timeLocumJobsOnline is working with Weatherby Healthcare to find a qualified Obstetrics and Gynecology MD in Bryn Mawr, Pennsylvania, 19010!About The PositionIf this opportunity sounds right for you, give us a call today to speak with an expert Weatherby consultant for details.Must have active state licenseBC requiredCall, Weekend callBLS requiredHotel pager...
-
Commercial Banking Relationship Manager
3 weeks ago
Philadelphia, United States WSFS Bank Full timeJob 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...
-
Commercial Banking Relationship Manager
3 weeks ago
Philadelphia, United States WSFS Bank Full timeJob 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...
-
Commercial Banking Relationship Manager
3 weeks ago
Philadelphia, United States WSFS Bank Full timeJob 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 thriveCareers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and moreWe are the region's locally headquartered...
-
Commercial Banking Relationship Manager
1 week ago
Philadelphia, United States WSFS Bank Full timeJob 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...
-
Financial Advisor
2 months ago
Philadelphia, United States Transcend Practice Management Full timeJob DescriptionJob DescriptionPosition: Financial AdvisorCompensation: Base salary of $75K to $100K with variable comp doubling that (i.e. $150K to $200K)Location: Greater Philadelphia areaAre you a financial advisor with a proven track record of providing exemplary service to your clients while demonstrating exceptional closing skills? Are you someone who...
-
Financial Advisor
2 weeks ago
Philadelphia, United States Transcend Practice Management Full timePosition: Financial Advisor Compensation: Base salary of $75K to $100K with variable comp doubling that (i.e. $150K to $200K) Location: Greater Philadelphia area Are you a financial advisor with a proven track record of providing exemplary service to your clients while demonstrating exceptional closing skills? Are you someone who loves the close? Are you...