Financial Advisor

About This Role

This role supports Wealth Investments by managing all functions related to investment sales and customer servicing. The Financial Advisor will advise clients on personal investment products, recommend strategies based on market trends, and maintain profitable sales, while adhering to regulatory standards. The role also involves developing referral relationships and providing excellent service to existing clients.

Responsibilities

• Provide advice to customers on personal investment products by informing them of current market trends and recommending appropriate investment strategies
• Maintain 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
• Provide stellar service to the existing client base

Requirements

• Bachelor’s Degree in Business, Finance or Economics, or equivalent work experience
• At least two years of relevant sales experience
• Previous financial advisory experience is strongly preferred
• Series 7, Series 65 and 63 and/or Series 66 registrations
• Pennsylvania Life Insurance licenses
• No disclosures on Form U4
• Knowledge of key planning, investment and risk management concepts
• Excellent computer skills (fluent in Word, Excel, and PowerPoint)
• Excellent written and oral communication skills, including strong presentation skills
• Proven ability to show discretion in private and confidential matters

Nice to have:

• CFP® designation

Benefits

• Competitive benefits package
• Medical, dental, and vision coverage
• 401(k) plan
• Life, accident, and disability insurance
• Flexible spending accounts (FSAs) and health savings accounts (HSAs)
• Wellness programs
• Paid parental leave
• Military leave
• Vacation and other paid time off
• Sick leave in accordance with applicable state laws
• Paid holidays

About the Company

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.