Wealth Management Consultant
2 weeks ago
At WSFS Bank, we are dedicated to fostering the growth of our Associates' careers while guiding our clients towards achieving their financial aspirations. Our commitment extends to actively supporting the Communities we serve, ensuring they thrive.
Why Join Us?
Careers at WSFS Bank offer a welcoming and supportive environment, competitive compensation, and numerous opportunities for advancement. We take pride in being recognized as a Top Workplace, thanks to our Associates who make a meaningful impact every day.
Role Summary:
The Wealth Management Consultant will play a vital role within the WSFS Wealth Investments division. This position encompasses all aspects of investment sales and customer service, specifically catering to clients in New Castle and Kent County, DE, from one of our local branches.
Key Responsibilities:
- Provide expert guidance to clients on personal investment products, staying informed about current market trends and recommending tailored investment strategies.
- Maintain comprehensive knowledge of the personal investments product portfolio to maximize marketing effectiveness while adhering to all regulatory requirements.
- Assess individual client needs to ensure the execution of suitable market transactions.
- Cultivate relationships with both internal and external referral sources, delivering exceptional service to our existing clientele.
Qualifications:
- A Bachelor's Degree in Business, Finance, or Economics, or equivalent professional experience is required.
- A minimum of 2 years of relevant sales experience is essential.
- Previous experience in financial advisory roles is highly preferred.
Licenses and Skills:
- Must possess Series 7, Series 65 and 63 and/or Series 66, along with Pennsylvania Life Insurance licenses.
- No disclosures should be present on Form U4.
- A solid understanding of key planning, investment, and risk management concepts is necessary.
- Proficiency in computer applications, particularly Word, Excel, and PowerPoint, is required.
- Strong written and verbal communication skills, including effective presentation abilities, are essential.
- The ability to handle sensitive and confidential matters with discretion is mandatory.
- CFP designation is preferred but not required.
WSFS Bank is committed to inclusivity and supports individual needs. We are an equal opportunity employer, ensuring a workplace free from discrimination based on race, religion, color, national origin, gender, sexual orientation, gender identity, age, veteran status, disability, or any other legally protected characteristics.
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