Junior Financial Advisor - WSFS Wealth Investments
Wsfs Financial

Job Info

WSFS Bank is currently seeking Junior Financial Advisors to support our Wealth division. The Junior 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.

This position will be responsible for serving the WSFS Bank geographic footprint and may be located in Delaware or Southeastern Pennsylvania.

Minimum Qualifications:

• Bachelor’s Degree in Business, Finance or Economics, or equivalent work experience, is required.
• Must have relevant sales experience.
• Previous financial advisory experience is strongly preferred.
Must have one or more of the following licenses: Series 7, Series 63 to 66, Life Insurance, or the ability to obtain those licenses within six months of employment.
• Must have no disclosures on Form U4.
• Must have knowledge of or willingness to learn 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 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 careers@ wsfsbank.com.

How do you get to be nearly 200 years old in a world that's constantly changing? For us, the answer has always been the same: create a team of Associates who are passionate about serving the community, and success will follow. Our Mission and Values serve as essential reminders about who we are and how we do business. 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.

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