Wealth Advisor - Personal Investments & Client
Listed on 2026-10-06
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Financial Sales, Portfolio & Asset Management
WSFS Bank is seeking a Financial Advisor to support Wealth Investments, advising clients on personal investment products and ensuring compliant, profitable sales. You will maintain knowledge of product portfolios, determine client needs, and build strong referral relationships to serve an existing client base.
Qualifications include a bachelor’s degree in business/finance/economics, 2+ years of sales experience, Series 7/65/63/66 licenses, and state life licenses. CFP designation preferred.
The following role is for a Wealth Advisor - Personal Investments & Client Growth with WSFS Bank.
The position is based in Wilmington, DE, United States.
This opportunity is part of our work in Finance, Sales.
The advertised compensation is 93..
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
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