-
Investment Advisor
3 days 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
5 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, competitiv ...
-
Senior Investment Advisor
1 week 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, competit ...
-
Senior Investment Advisor
1 week 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 ...
-
beBee Handyman Holly, CO, United States FreelanceHolly, CO is looking for a resident doctor who is interested in getting started in the world of investments.How do you feel about managing and organizing your finances? · I am comfortable but I want to improve them. · What stage are you at in your professional career? · Beginner ...
-
Investment Advisor Assistant
2 weeks 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 ...
-
Associate Investment Advisor
2 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 Assistant
3 weeks 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 ...
-
Investment Advisor Assistant
1 week 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 ...
-
Associate Investment Advisor
5 days 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. F ...
-
Associate Investment Advisor
2 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. F ...
-
Associate Investment Advisor
1 week 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 ...
-
Senior Investment Advisor
2 weeks ago
WSFS Bank Philadelphia, United StatesJob 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 thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive sa ...
-
Investment Advisor Associate
1 week 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 ...
-
Registered Client Service Associate
2 weeks ago
Ameriprise Financial Wilmington, United States**Key Responsibilities**: · - Assist advisor(s) in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions as described by the advisor. · - Prepare and summarize client meetings by scheduling and confirming meet ...
-
Senior Investment Sales Advisor
3 weeks ago
Sands Investment Group Philadelphia, United StatesDescription · Sands Investment Group (SIG), one of the nation's fastest growing real estate firms as named by RE Forum, is seeking a highly motivated Senior Investment Sales Advisor to join our dynamic and collaborative company and be a part of our Philadelphia location. · SIG Pr ...
-
Senior Investment Sales Advisor
1 week ago
Sands Investment Group Philadelphia, United StatesJob Description · Job DescriptionSands Investment Group (SIG), one of the nation's fastest growing real estate firms as named by RE Forum, is seeking a highly motivated Senior Investment Sales Advisor to join our dynamic and collaborative company and be a part of our Philadelphia ...
-
Financial Officer Donor Advised Funds
3 weeks ago
City National Bank Wilmington, United StatesOverview: · **FINANCIAL OFFICER DONOR ADVISED FUNDS** · **WHAT IS THE OPPORTUNITY?** · As part of a dedicated and collaborative team, while supporting and reporting to the Principal Financial Officer, this position is responsible for supporting the financial reporting requirement ...
-
Client Services Associate
4 days ago
WSFS Bank Wilmington, United StatesJob 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 thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive sal ...
Senior Investment Advisor - Wilmington, United States - WSFS Bank
Description
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 thriveCareers 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:
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
Minimum Requirements: 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
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.
