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 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 Advisor will 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
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.

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