- Drive growth in a wealth management client base providing comprehensive financial planning and investment management and delivering highly personalized customized solutions.
- Cultivate a strong working relationship with those clients building trust and establishing a complete understanding of the client's goals and objectives.
- Proactively communicate with clients to regularly review goals and objectives and reaffirm the appropriateness of the current financial plan as detailed on the IPS.
- Collaborate with the Private Banking team to further deliver banking solution to clients.
- Actively seeks to identify new business opportunities from existing client base, prospects, and centers of influence.
- Collaborate with Leaders and associates to provide a work-flow solution in Salesforce, Orion, Wealth Access for Advisors and client support staff to effectively and efficiently utilize the platform.
- Administer complex and precise processes in support of client needs. Contribute with process improvement ideas. Contribute to Division initiatives (systems conversions, projects, etc.)
- Represent BMCM at outside/professional organizations.
- Support the mission, strategy, and values of BMCM.
- Additional responsibilities as required.
- 4-year college degree in business administration, finance or a business related major is highly preferred.
- Must have experience with portfolio management, financial planning and custodial platforms.
- Must have FINRA Series 65 license or equivalent.
- CFP or ChFC or advanced certifications preferred.
- Must have expert knowledge, understanding and application of custodian platforms and investment principles, securities processing and clearing; portfolio and client management systems.
- Must have 7-10 years of experience in advisory business, financial planning role and advising.
- Strong Microsoft Office 365 skills including Excel, Word and PowerPoint and basic numeracy are required.
- Must be professional with a well-polished demeanor.
- Must have strong interpersonal and communication skills (written and verbal).
- Must have the ability to work with independently and with a team.
- Must have the ability to work quickly, multi-task and meet deadlines.
- Must exhibit initiative, and the ability to complete assigned tasks efficiently and with little supervision.
- Must have no disclosures on Form U-4.
-
Senior Investment Advisor
2 days ago
WSFS Bank Wilmington, United StatesJob 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, competiti ...
-
Senior Investment Advisor
2 weeks ago
WSFS Bank Wilmington, United StatesJob 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, competitiv ...
-
Investment Advisor
1 week ago
Redwood Ventures New Castle, KY, United States FreelanceAre you someone who values personal customer contact and has a keen sense for customer needs? In this role, you will be responsible for serving private clients and finding tailored solutions from the range of products offered by Sparkasse in the area of investment transactions. Y ...
-
Senior Investment Advisor
2 weeks ago
WSFS Financial Winterthur, United StatesJob 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, competit ...
-
Investment Advisor Assistant
1 day ago
Juno Search Partners Glen Mills, United StatesOur client, a financial services firm located in the Glen Mills, PA area, is seeking an Investment Advisor Assistant to join their growing team. This role will provide administrative support to Directors, including document preparation and management, drafting and preparing clien ...
-
Associate Investment Advisor
3 weeks ago
Flagship Capital Management Media, United StatesCompany DescriptionFlagship Capital Management. located in Media, PA, is a privately held Registered InvestmentAdvisor founded in 1990. Flagship utilizes a team approach to provide understandable, prudentunbiased financial solutions to meet the needs of its clients. Flagship clie ...
-
Investment Advisor Assistant
3 weeks ago
Juno Search Partners - Open Positions Glen Mills, United StatesJob Description · Job DescriptionOur client, a financial services firm located in the Glen Mills, PA area, is seeking an Investment Advisor Assistant to join their growing team. This role will provide administrative support to Directors, including document preparation and managem ...
-
Investment Advisor Assistant
2 days ago
Juno Search Partners Glen Mills, United StatesOur client, a financial services firm located in the Glen Mills, PA area, is seeking an Investment Advisor Assistant to join their growing team. This role will provide administrative support to Directors, including document preparation and management, drafting and preparing clien ...
-
Associate Investment Advisor
3 weeks ago
Flagship Capital Management Media, United StatesCompany Description · Flagship Capital Management. located in Media, PA, is a privately held Registered Investment · Advisor founded in 1990. Flagship utilizes a team approach to provide understandable, prudent · unbiased financial solutions to meet the needs of its clients. Flag ...
-
Investment Advisor Associate
2 weeks ago
Beacon Hill Broomall, United StatesTo Apply for this Job Click Here · Our client, an investment management firm, is looking to hire an Investment Advisor. This role is hybrid (3 days onsite) and located near Radnor, PA. Ideal candidates will have 5+ years of related experience. · Responsibilites: Manage the acc ...
-
Financial Advisor, Truist Investment Services
3 weeks ago
Truist Financial Corporation King of Prussia, United StatesActively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions that are driven by clients' individual goals, risk tolerances and best interest Financial Advisor, Investment ...
-
Financial Consultant
3 weeks ago
Equitable Advisors LLC Wilmington, United StatesWith Equitable founded in 1859, Equitable Advisors is a leading firm in the financial services and insurance industry with a mission to help people build fulfilling futures grounded in our stability, innovative solutions and commitments to our clients.Equitable Advisors is seekin ...
-
salaried financial adviser
3 weeks ago
Old Mutual Life Assurance Company (SA) Ltd Newcastle, United StatesYour time is now to be your exceptional best at Old MutualJob DescriptionWhat is a financial advisor? · The role of a financial advisor is one that demands utmost professionalism, integrity and a customer-centric approach. An accredited financial advisor commands the respect and ...
-
Senior Trust Administrator
16 hours ago
M&T Bank Wilmington, United States Full timeOverview: · Under minimal or no supervision, provides administrative support to Trust Officers and has direct contact with grantors, beneficiaries, Trustees, attorneys, accountants, and others, at Trust Officer's discretion. Escalates risk issues identified in work assignments. ...
-
Personal Trust Associate
3 weeks ago
Neuberger Berman Wilmington, United States Full timeSummary · Seeking a motivated individual to provide comprehensive, client service, administrative, and operational support to a senior trust officer in the administration of trust, estate, and investment management accounts. · Responsibilities · Participate in daily activities of ...
-
Associate Client Advisor
6 hours ago
Bessemer Trust Wilmington, United StatesJob Summary: · This individual will be responsible for developing and maintaining client relationships through proactive client communication and actively managing client accounts and the coordinated delivery of services to individuals, families, trusts and foundations. The Assoc ...
-
Client Service Associate
3 weeks ago
International Search Consultants Wilmington, United StatesJob Description · Job DescriptionClient Service Associate · Wilmington, DE · ISCs team of Financial Services Recruiters has been retained by a prominent and growing global investment firm. The firm specializes in providing customized investment management and investment advisory ...
-
Senior Client Advisor
3 days ago
M&T Bank Wilmington, United StatesOverview: · Partners with Wealth Advisors and other internal client team members to serve the unique needs of Wilmington Trust's ultra-high net worth (UHNW) clientele. Works closely with Wealth Advisors to develop and execute customized wealth plans for UHNW clients and families ...
-
Senior Client Advisor
2 hours ago
M&T Bank Wilmington, United StatesOverview: · Partners with Wealth Advisors and other internal client team members to serve the unique needs of Wilmington Trust's ultra-high net worth (UHNW) clientele. Works closely with Wealth Advisors to develop and execute customized wealth plans for UHNW clients and families ...
-
Delaware Senior Trust Officer
2 weeks ago
National Black MBA Association Wilmington, United StatesJob Description: · At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. ...
Senior Investment Advisor - Wilmington, United States - WSFS Bank
Description
Job DescriptionAt 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 Senior Investment Advisor is responsible for prospecting and engaging clients by formulating comprehensive financial planning, investment management and customized financial solutions provided by Bryn Mawr Capital Management ("BMCM"). The incumbent will collaborate with the Private Banking team to enhance the client service and solution offering with banking products. This role will have exposure to business development, client service and relationship building, working with subject matter experts. This role will be highly focused on generating new business and expanding and retaining the existing client base while working with a team of professionals to support the client base.
Job Responsibilities:
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.
 Ltd&v=024){kind=logo}
