Financial Advisor

$92.87k - $152.57k

Full-time

Bryn Mawr Trust

Job Description
Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses.
The Financial Advisor will support the Wealth Investments. The Financial Advisor will have responsibility for all functions relating to the company's investments sales and customer servicing within Wealth Investments' structure. The incumbent will be responsible for providing advice to customers on personal investment products by informing them of current market trends and recommending appropriate investment strategies, as well as maintaining a high level of profitable sales. The incumbent will be responsible for maintaining up-to-date familiarity with the current personal investments product portfolio to ensure optimum marketing potential while adhering to Bank, Broker-Dealer, FINRA and SEC rules and regulations. The incumbent will also be responsible for determining specific customer needs and ensuring that appropriate and suitable market transactions are executed. Additionally, the incumbent will be responsible for developing relationships with internal and external referral sources and providing stellar service to the existing client base.
Job Responsibilities:
Provide advice to customers on personal investment products by informing them of current market trends and recommending appropriate investment strategies, as well as maintaining a high level of profitable sales.
Maintain up-to-date familiarity with the current personal investments product portfolio to ensure optimum marketing potential while adhering to Bank, Broker-Dealer, FINRA and SEC rules and regulations.
Determine specific customer needs and ensure that appropriate and suitable market transactions are executed.
Develop relationships with internal and external referral sources and provide stellar service to the existing client base.
Minimum Qualifications:
Bachelor's Degree in Business, Finance or Economics, or equivalent work experience, is required.
Must have at least two years of relevant sales experience.
Previous financial advisory experience is strongly preferred.
Must have the following registrations: Series 7, Series 65 and 63 and/or Series 66, and Pennsylvania Life Insurance licenses.
Must have no disclosures on Form U4.
Must have knowledge of key planning, investment and risk management concepts.
Must have excellent computer skills (fluent in Word, Excel, and PowerPoint).
Must have excellent written and oral communication skills, including strong presentation skills.
Proven ability to show discretion in private and confidential matters required.
CFP® designation preferred but not required.
WSFS Bank will only consider candidates who are presently authorized to work for any employer in the United States and who will not require work visa sponsorship from WSFS Bank now or in the future in order to retain their authorization to work in the United States.
Salary Range:
$92,869.00 - $152,569.00
Individual base pay may vary on additional factors such as the candidate's experience, job-related skills, relevant education, geographic location, and other specific business and organizational needs.
In addition to base salary, WSFS Financial Corporation (WSFS) and its subsidiaries may offer eligible Associates discretionary and formula-based incentive and retention awards. WSFS provides a competitive benefits package, which includes medical, dental, and vision coverage; a 401(k) plan; life, accident, and disability insurance; flexible spending accounts (FSAs) and health savings accounts (HSAs); and wellness programs. Additional benefits may include paid parental leave, military leave, vacation and other paid time off, sick leave in accordance with applicable state laws, and paid holidays. Benefit offerings are subject to eligibility requirements, legal limitations, and may vary based on an Associate's location and employment status. For more information about Associate benefits, please visit
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 View email address on aplitrak.com.
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.

Apply

Vacancy posted 21 hours ago

Similar jobs that could be interesting for youBased on the Financial Advisor in Delaware, OH vacancy

Financial Advisor
...As a Financial Advisor with First Commonwealth, your primary focus is to advise clients and prospects on a full range of investment, retirement and insurance products in order to best meet their needs. With a sense of urgency you work to collect and analyze income, assets...
Suggested
Bank staff
First Commonwealth Bank
Delaware, OH
3 days ago
Financial Aid Advisor
$42.5k
...toward achieving their educational dreams? Paul Mitchell Schools in Newark, DE, is seeking a skilled and professional full-time Financial Aid Advisor to join our team. This full-time role offers a competitive salary starting at $42,500/year and includes a comprehensive...
Suggested
Full time
Local area
Monday to Friday
Afternoon shift
Paul Mitchell Schools
Delaware, OH
6 days ago
Financial Advisor
$80k - $110k
...Description Career Changers Wanted | Build Your Own Financial Advisory Practice Columbus, IN Commission-Based | $80,... ...Join WPFG? Non-captive model = freedom + flexibility 100+ advisors who made the switch (many mid-career) Real mentorship. Real...
Suggested
WestPoint Financial Group
Columbus, OH
4 days ago
Financial Aid Advisor
$41.7k
...Financial Aid Advisor Hondros College of Nursing Columbus, OH The Financial Aid Advisor will provide information and support to students, families, and school personnel regarding the financial aid process. You will also advise students on the availability of...
Suggested
Full time
Work at office
HR Services
Columbus, OH
14 hours ago
US Experienced Financial Advisor
$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus...
Suggested
Work at office
Work from home
Home office
Flexible hours
Edward Jones
Columbus, OH
4 hours ago
Financial Advisor
...Please Note: This opportunity is not a direct position with Cetera Financial Group. Accepted applicants will become affiliated with Cetera... ...we’re looking for an experienced and results-driven Financial Advisor to join us. If you're passionate about helping people achieve...
Full time
Contract work
Work at office
Remote work
Monday to Friday
Cetera Financial Group
Columbus, OH
14 hours ago
Financial Advisor
...Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors through...
Hourly pay
Temporary work
For contractors
Traineeship
Work at office
Local area
Home office
First Command
Columbus, OH
14 hours ago
Experienced Financial Advisor
...Prudential Advisors is looking for an Experienced Financial Advisor in the Elmira-Corning market area who is interested in working with Prudential’s existing client base. This exciting Advisor position will allow you to grow your career and business, helping the people...
Worldwide
Jobrapido
Columbus, OH
14 hours ago
Voya Columbus Financial Advisor
...Voya Financial Advisors, Inc. Financial Professional OpportunityVoya Financial Advisors, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the greater Columbus...
Voya Financial Advisors Inc
Columbus, OH
1 day ago
Financial Advisor - Dayton/Cincinnati
...Who We Are At Corebridge Financial, we believe action is everything. That is why every day we partner with financial professionals and... ...Corebridge Financial Services. We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience...
Local area
Immediate start
Remote work
Relocation
Corebridge Financial, Inc.
Columbus, OH
1 day ago
Financial Advisor
...Simple Staffing is hiring for this position on behalf of Primerica Financial Services * Company description: Primerica is the largest... ...across North America. Job title you are hiring for: Representative/Advisor Job description: Join our team as an Independent Financial...
Full time
Part time
Flexible hours
Simple Staffing Inc.
Columbus, OH
3 days ago
Financial Advisor
$65k - $75k
Overview Strategic Talent Partner to Boston’s Financial Services Industry | Executive Recruiting & Growth Consulting for RIAs, Asset Managers, PE/VC & Hedge… We are seeking an experienced Associate Advisor to join a growing, independent wealth management team. This is...
Full time
Work at office
Masis Professional Group
Columbus, OH
4 days ago
Financial Aid Advisor — Tuition Reduction & 401(k) Match
Hondros College of Nursing is seeking a Financial Aid Advisor in Columbus, OH, to provide clear information on the financial aid process and available resources. You will guide students and families through eligibility, repayment options, and application steps, reporting...
HR
Columbus, OH
4 days ago
Financial Solutions Advisor — Licensing Track & Growth
Bank of America in the United States seeks a Financial Solutions Advisor I as you begin the licensing path. You will learn to acquire, build, and manage client relationships while addressing complex financial needs with trusted solutions. You will train at a financial center...
Bank of America
Columbus, OH
2 days ago
Hybrid Financial Planner - Path to Financial Advisor
Right Choice Resources in Columbus, OH is seeking a Financial Planner to develop and review comprehensive financial plans for individuals... ...work over data entry, with collaboration from experienced Advisors to present client strategies. #J-18808-Ljbffr Right Choice Resources
Right Choice Resources
Columbus, OH
3 days ago
Financial Advisor
Reports to: Director of Wealth Management & Financial Resources Status: Exempt Objective The Financial Advisor is responsible for serving the financial needs of Credit Union Members utilizing a Total-Needs Based selling approach, helping Members identify financial goals...
Local area
Remote work
KEMBA Financial Credit Union Inc.
Columbus, OH
4 days ago
Remote Financial Aid Advisor - Online Division
$20.5 per hour
...a diverse student population. In this role you will guide students through the financial aid process and counsel prospective and current students through funding options. Financial Advisors receive onboarding support through our On the Job Training Program and have opportunity...
Hourly pay
Work at office
Remote work
Shift work
Afternoon shift
Herzing University
Columbus, OH
14 hours ago
Senior Financial Advisor - Experienced Professionals
.... Coach those who serve. At First Command, we've been guiding military families toward financial security since 1958. We're looking for seasoned financial advisors who are ready to elevate their impact. This independent contractor role offers the opportunity to...
For contractors
Local area
Flexible hours
Shift work
First Command
Columbus, OH
5 days ago
Comprehensive Financial Advisor - Career Changers Welcomed!
$75k - $150k
...Job Description Northwestern Mutual Columbus is a full-service financial planning firm that provides personalized financial planning and... ...achieve their financial goals. We are looking for a Financial Advisor to provide advice and guidance on investment and financial planning...
Full time
Contract work
Relocation package
Monday to Friday
Flexible hours
NICHOLAS J MINICH
Columbus, OH
10 days ago
Financial Advisor
...Job Description Job Description Job description: Financial Advisors at Northwestern Mutual-Upper Arlington help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring...
Full time
Local area
Flexible hours
CODY J BEATTY
Columbus, OH
16 days ago
Financial Advisor
$92.87k - $152.57k
...brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses. The Financial Advisor will support the Wealth Investments. The Financial Advisor will have responsibility for all functions relating to the company’...
Full time
Work experience placement
Flexible hours
WSFS Bank
Delaware, OH
21 hours ago
Financial Solutions Advisor-Greater Philadelphia Market
...At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a...
Temporary work
Work at office
Monday to Friday
Flexible hours
Shift work
Day shift
Bank of America Corporation
Delaware, OH
more than 2 months ago
Financial Advisor - Wilmington, DE
$72k - $108k
...recruiter who can provide you more specific details for this role. Line of Business: TD Wealth Job Description: The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial...
Work at office
Local area
Work from home
Flexible hours
TD
Delaware, OH
more than 2 months ago
Hybrid FP&A Senior Analyst Strategic Financial Insights
...Greif, Inc. in Delaware, OH, is seeking a Senior Financial Analyst, FP&A, to analyze and forecast financial data to guide strategic decisions. This hybrid role combines in-office collaboration with remote work days. The ideal candidate holds a Bachelor's in Accounting...
Work at office
Remote work
Greif
Delaware, OH
1 day ago
Financial Advisor - PNC Wealth Management
$75k
...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Financial Advisor within PNC Wealth Management organization, you will be based in Dublin, OH. Financial Advisors are based within a bank...
Full time
Temporary work
Part time
Work experience placement
Work at office
PNC
Sunbury, OH
1 hour ago
Financial Planning & Analysis Advisor
$76.5k - $99.3k
...Financial Planning & Analysis Advisor The Financial Planning & Analysis Advisor functions as an advanced financial professional responsible for leading and supporting complex financial planning, analysis, and fiscal reporting and management of Enterprise for Research...
Work experience placement
Work at office
Work visa
Shift work
Day shift
2 days per week
3 days per week
Ohio State University
Columbus, OH
3 days ago
Financial Aid Services Advisor
...Description Job Description JOIN OUR TEAM! PAUL MITCHELL THE SCHOOL COLUMBUS IS LOOKING FINANCIAL AID/SERVICES LEADER JOB SUMMARY AND OBJECTIVE The Financial Services Advisor is responsible for providing excellent customer service and guidance to financial aid...
Paul Mitchell Schools
Columbus, OH
26 days ago
Finance Associate I
$25 - $26 per hour
Ready to work with senior leaders at a Fortune 20 Financial Services firm? Are you interested in the financial markets and working with financial products including securities, stocks, bonds, mutual funds, or derivatives? This team offers the support that will jumpstart...
Hourly pay
Permanent employment
Temporary work
Work experience placement
Work at office
Immediate start
Shift work
Gen Z Jobs
Delaware, OH
1 day ago
Financial Solutions Advisor Registration Candidate - Central NJ Market
$28.85 - $33.65 per hour
...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...learn, grow, and make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities...
Hourly pay
Work at office
Immediate start
Monday to Friday
Flexible hours
Rotating shift
Day shift
Bank of America
Columbus, OH
2 days ago
Remote Financial Services Advisor - Flexible Hours
Traction Forge Financial is seeking motivated individuals to join a client-focused financial services team. You will identify client priorities, explain products clearly, and help review options based on needs and eligibility, all while building professional client relationships...
Remote job
Flexible hours
Traction Forge Financial
Columbus, OH
2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Advisor. Be the first to apply!