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Bryn Mawr Capital Management Financial Advisor - Philadelphia, United States - WSFS Bank
Description
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 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
Minimum Qualifications:
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 firmAdvanced 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
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.
