Apply on Employer Site

Bryn Mawr Trust · 8 hours ago

Senior Investment Advisor

Berwyn, PA

Full-time

Onsite

Mid, Senior Level

$109K/yr - $179K/yr

7+ years exp

Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions. The Senior Investment Advisor is responsible for prospecting and engaging clients by formulating comprehensive financial planning, investment management, and customized financial solutions.

Asset ManagementBankingFinancial ServicesInsuranceRisk ManagementWealth Management

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 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 seek 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

Responsible for providing technical lead and guidance activities to junior colleagues

Support the mission, strategy, and values of BMCM

Additional responsibilities as required

Qualification

Financial planningPortfolio managementCustodial platformsFINRA Series 65CFPChFCMicrosoft Office 365Multi-taskingInterpersonal skillsWritten communicationVerbal communicationTeamworkInitiative

Required

Bachelor's degree in business administration, finance or a business related major is highly preferred

Must have a minimum of 7 years of experience in advisory business, financial planning role and advising

Must have experience with portfolio management, financial planning and custodial platforms

Must have FINRA Series 65 license or equivalent

Must have expert knowledge, understanding and application of custodian platforms and investment principles, securities processing and clearing; portfolio and client management systems

Strong Microsoft Office 365 skills including Excel, Word and PowerPoint and basic numeracy are required

Strong interpersonal and written and verbal communication skills

Must have the ability to work with independently and with a team

Must have the ability to 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