Senior Investment Advisor

Overview

Senior Investment Advisor role at Bryn Mawr Trust, a WSFS Company. 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 client service and solution offering with banking products. The role focuses on generating new business and expanding and retaining the existing client base while working with a team of professionals to support the client base.

• Drive growth in a wealth management client base by providing comprehensive financial planning and investment management and delivering highly personalized customized solutions.
• Cultivate strong working relationships with clients, building trust and understanding 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 deliver banking solutions to clients.
• Identify new business opportunities from existing client base, prospects, and centers of influence.
• Collaborate with Leaders and associates to provide a workflow solution in Salesforce, Orion, Wealth Access for Advisors and client support staff to effectively utilize the platform.
• Administer complex and precise processes in support of client needs and contribute ideas for process improvement.
• Contribute to division initiatives (systems conversions, projects, etc.) and represent BMCM at outside/professional organizations.
• Provide technical lead and guidance to junior colleagues; support the mission, strategy, and values of BMCM.
• Perform additional responsibilities as required.

• Bachelor's degree in business administration, finance or a related major is highly preferred.
• Minimum of 7 years of experience in advisory business, financial planning, and advising.
• Experience with portfolio management, financial planning and custodial platforms.
• FINRA Series 65 license or equivalent.
• CFP or ChFC or advanced certifications preferred.
• Expert knowledge of custodian platforms and investment principles, securities processing and clearing; portfolio and client management systems.
• Strong Microsoft Office 365 skills (Excel, Word, PowerPoint) and basic numeracy.
• Strong interpersonal and written and verbal communication skills; ability to work independently and in a team; ability to multi-task and meet deadlines; initiative and ability to complete tasks with minimal supervision.
• No disclosures on Form U-4.

Salary Range: $ - $. Individual base pay may vary based on experience, skills, education, location, and business needs. In addition to base salary, eligible Associates may receive discretionary and formula-based incentive and retention awards. Benefits include medical, dental, and vision coverage; a 401(k) plan; life, accident, and disability insurance; FSAs and HSAs; wellness programs; paid parental leave, vacation, paid time off, and holidays.

Benefits are subject to eligibility and location. For more information about Associate benefits, visit

WSFS Bank is an equal opportunity employer. If you require an accommodation, please contact

Note:

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