Senior Investment Advisor
WSFS Bank(6 months ago)
About this role
A Senior Investment Advisor at Bryn Mawr Trust (BMCM) delivers investment advisory and wealth management solutions to individual, corporate, and institutional clients. The role focuses on building and expanding client relationships, coordinating with Private Banking to integrate banking products, and leveraging firm resources and platforms to support client financial planning and investment needs.
Required Skills
- Financial Planning
- Investment Management
- Portfolio Management
- Client Relationship
- Business Development
- Salesforce
- Orion
- Wealth Access
- Excel
- Communication
+2 more
Qualifications
- Bachelor's Degree in Finance or Business
- Series 65
- CFP
- ChFC
About WSFS Bank
wsfsbank.comWSFS has been uplifting the people, businesses and Communities it serves for nearly 200 years, creating a world in which everyone can thrive.
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