Financial Advisor

Description:

WSFS Bank is currently seeking a Financial Advisor to support our WSFS Wealth Investments group. The Financial Advisor will have responsibility for all functions relating to the company’s investments sales and customer servicing within WSFS 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. The incumbent will be responsible for serving our customers in Montgomery and Bucks County, PA and will operate out of one of our local branches. This position will initially provide a base salary, with opportunity for commission based upon sales performance and will eventually transition into a fully commissioned role.

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.