Financial Advisor

2 weeks ago

Wilmington, United States Wilmington Savings Fund Society Full time

Job Description

At WSFS Bank, we empower our Associates to grow their careers, we guide our customers to secure their financial futures, and we actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, opportunities to advance, and more. We are the premiere, locally headquartered bank and wealth management company in the region and 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 Advisorwill support the WSFS Wealth Investments group. The Financial Advisor will have responsibility for all functions relating to the company’s investments sales and customer servicing within WSFS Wealth Investments’ structure.

The incumbent will be responsible for serving our customers in New Castle and Kent County, DE and will operate out of one of our local branches. This position will initially be provided a base salary, with opportunity for commission based upon sales performance and will eventually transition into a fully commissioned role.

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 ensuring that appropriate and suitable market transactions are executed.
  • Develop relationships with internal and external referral sources, and providing stellar service to the existing client base.

Minimum Qualifications:

  • Bachelor’s Degree in Business, Finance or Economics, or equivalent work experience, is required.
  • Must have at least 2 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 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.

  • Voya Financial Advisor Delaware

    3 months ago

    Wilmington, United States Voya Financial Advisors Inc Full time

    Voya Financial Advisors®, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the greater Wilmington Delaware area. This position will be responsible for 403(b)/457 enrollment, retirement and investment strategies, and participant education and...

  • Financial Advisor

    4 weeks ago

    Wilmington, United States WSFS Bank Full time

    Job Description At WSFS Bank, we empower our Associates to grow their careers, we guide our customers to secure their financial futures, and we actively support our Communities so they can fully thriveCareers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, opportunities to advance, and moreWe are the premiere, locally...

  • Financial Advisor

    2 months ago

    Wilmington, United States WSFS Bank Full time

    Job Description At WSFS Bank, we empower our Associates to grow their careers, we guide our customers to secure their financial futures, and we actively support our Communities so they can fully thrive Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, opportunities to advance, and more We are the premiere, locally...

  • Financial Advisor I-III

    1 week ago

    Wilmington, Delaware, United States State of Delaware Full time

    Position Overview: The selected candidate will assist the Vocational Rehabilitation fiscal team by evaluating financial transactions and documentation, as well as generating financial statements and reports to effectively manage and account for funds. Key Responsibilities: Review and assess financial transactions and records to ensure accuracy while...

  • Senior Financial Advisor

    4 days ago

    Wilmington, United States WSFS Bank Full time

    Job Description At WSFS Bank, we empower our Associates to grow their careers, we guide our customers to secure their financial futures, and we actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, opportunities to advance, and more. We are the premiere, locally...

  • Financial Advisor I-III

    1 week ago

    Wilmington, Delaware, United States State of Delaware Full time

    Position OverviewThe selected candidate will assist the Vocational Rehabilitation fiscal team by evaluating financial transactions and documentation, as well as generating financial statements and reports to manage and account for resources. This role requires the application of generally accepted accounting principles (GAAP) and adherence to relevant laws,...

  • Senior Financial Advisor

    1 month ago

    Wilmington, United States WSFS Bank Full time

    Job Description At WSFS Bank, we empower our Associates to grow their careers, we guide our customers to secure their financial futures, and we actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, opportunities to advance, and more. We are the premiere, locally...

  • Senior Financial Advisor

    1 month ago

    Wilmington, United States WSFS Bank Full time

    Job Description At WSFS Bank, we empower our Associates to grow their careers, we guide our customers to secure their financial futures, and we actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, opportunities to advance, and more. We are the premiere, locally...

  • Senior Financial Advisor

    1 month ago

    Wilmington, United States WSFS Bank Full time

    Job Description At WSFS Bank, we empower our Associates to grow their careers, we guide our customers to secure their financial futures, and we actively support our Communities so they can fully thrive Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, opportunities to advance, and more We are the premiere, locally...

  • Fiscal Advisor IV

    3 days ago

    Wilmington, Delaware, United States DelDOT Full time

    About the RoleDelDOT is seeking a highly skilled Fiscal Advisor IV to join our team. As a key member of our financial department, you will play a critical role in ensuring the accuracy and compliance of our financial transactions.Key ResponsibilitiesReview and analyze financial transactions and records to determine accuracy and ensure adherence to agency...

  • Fiscal Advisor III

    4 months ago

    Wilmington, United States DelDOT Full time

    Summary Statement This is advanced level fiscal advisor work analyzing financial transactions and records and preparing financial statements and reports to control and account for funds. In addition to work performed by a Fiscal Advisor II, employees independently perform complex fiscal advisor work with minimal supervision. Examples of factors...

  • Registered Client Service Associate

    5 months ago

    Wilmington, United States Ameriprise Financial Full time

    Assist advisor(s) in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions as described by the advisor. Prepare and summarize client meetings by scheduling and confirming meetings Client Service, Associate, Registered, Service, Asset Manager, Financial Planning, Retail

  • Private Wealth Advisor

    3 months ago

    Wilmington, United States Leah Yosef International Full time

    Lead Financial Advisor Wilmington, DE Overview Independent Wealth Advisory Firm seeks a Lead Financial Advisor to manage relationships in an ensemble fee-based practice. Advise high net worth clientele with regards to comprehensive wealth planning and investment management including cash flow analysis, tax and estate planning, and behavioral finance ...

  • Financial Operations Specialist

    2 weeks ago

    Wilmington, Delaware, United States eTeam Full time

    Job Title - Financial Operations Specialist - For Leading Banking FirmLocation - Remote - Flexible Work EnvironmentDuration - Contract PositionAs a Financial Operations Specialist, you will play a crucial role in supporting our Investment Advisors by:• Training new Investment Advisors on all operational support applications, including trading processes and...

  • Private Wealth Advisor

    3 months ago

    Wilmington, United States Leah Yosef International Full time

    Lead Financial Advisor Wilmington, DE Overview Independent Wealth Advisory Firm seeks a Lead Financial Advisor to manage relationships in an ensemble fee-based practice. Advise high net worth clientele with regards to comprehensive wealth planning and investment management including cash flow analysis, tax and estate planning, and behavioral finance...

  • Private Wealth Advisor

    3 months ago

    Wilmington, United States Leah Yosef International Full time

    Lead Financial Advisor Wilmington, DE Overview Independent Wealth Advisory Firm seeks a Lead Financial Advisor to manage relationships in an ensemble fee-based practice. Advise high net worth clientele with regards to comprehensive wealth planning and investment management including cash flow analysis, tax and estate planning, and behavioral finance...

  • Client Service Associate

    3 days ago

    Wilmington, North Carolina, United States Truist Financial Corporation Full time

    About the Role:This is an in-office position at Truist Financial Corporation, responsible for the general servicing and support of Financial Advisors. Key responsibilities include:Providing administrative and operational support to Financial AdvisorsAssisting with business development and client service initiativesSupporting the growth and success of the...

  • Financial Aid Advisor

    2 weeks ago

    Wilmington, North Carolina, United States University of North Carolina Wilmington Full time

    Position Overview:The Financial Aid Counselor plays a crucial role in managing various financial assistance programs while ensuring adherence to all relevant federal, state, and institutional guidelines.Key Responsibilities:1. Provide expert advice and guidance to students and prospective students regarding financial aid options.2. Educate individuals on the...

  • Financial Aid Advisor

    2 weeks ago

    Wilmington, North Carolina, United States University of North Carolina Wilmington Full time

    Position Overview:The Financial Aid Counselor plays a crucial role in managing various financial assistance programs while ensuring adherence to all applicable federal, state, and institutional guidelines.Key Responsibilities:- Provide expert advice and guidance to students and prospective students regarding financial aid options.- Educate individuals on the...

  • Financial Associate

    3 weeks ago

    Wilmington, 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 thriveCareers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and moreWe are the region's locally headquartered...