Senior Financial Advisor
2 days ago
Bryn Mawr Trust, a WSFS Company, offers comprehensive wealth management solutions, including financial planning, investment management, and trust services to individual, corporate, and institutional clients.
Key Responsibilities:- Develop and implement comprehensive financial plans for clients, including investment management and customized financial solutions.
- Cultivate strong relationships with clients, building trust and understanding their goals and objectives.
- Regularly review and update client financial plans to ensure alignment with their evolving needs.
- Collaborate with the Private Banking team to deliver banking solutions to clients.
- Identify new business opportunities and expand the existing client base.
- Contribute to process improvement initiatives and support divisional projects.
- Represent Bryn Mawr Trust at external organizations.
- 4-year college degree in business administration, finance, or a related field.
- Experience with portfolio management, financial planning, and custodial platforms.
- FINRA Series 65 license or equivalent.
- CFP or ChFC certification preferred.
- 7-10 years of experience in advisory business, financial planning, and advising.
- Strong Microsoft Office 365 skills, including Excel, Word, and PowerPoint.
- Excellent communication and interpersonal skills.
WSFS Bank is an equal opportunity employer and welcomes applications from diverse candidates. If you require an accommodation during the application process, please contact us via email at email.
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