WSFS Bank
Senior Investment Advisor
Hershey, PA · Senior
Work authorization required$134k-$220kDetected 1 day ago
AccountingLeadershipCommunicationCFA
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odds of building a lasting career here
47Sponsors, lottery-bound
Cap-exempt (no lottery)0
Sponsors this role35
Entry-level history0
PERM / green-card track0
Lottery odds (Level IV)94
Fits your clock70
Sponsors, but it's cap-subject — you still face the weighted lottery (~61% per draw at Level IV). Good if you win; have a cap-exempt backup on your list.
Lottery odds assume a STEM candidate.
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About the role
- Leading with advice and planning, the Senior Investment Advisor is responsible for maintaining ongoing relationships and managing the delivery of investment management services to the clients.
- The incumbent will be responsible for working with individuals and institutions to formulate investment plans which are then documented on the Investment Policy Statement (IPS).
- In addition to base salary, WSFS Financial Corporation (WSFS) and its subsidiaries may offer eligible Associates discretionary and formula-based incentive and retention awards.
Responsibilities
- Manage client portfolios in keeping with goals established for the account, IPS, and all Bryn Mawr Trust standards and policies.
- Cultivate strong working relationships with clients and their advisors in order to develop a complete understanding of clients' needs.
- Proactively communicate with clients to regularly review goals, and deliver financial planning to reaffirm the appropriateness of current investment plan as detailed on IPS.
- Build and maintain knowledge of investment principles and portfolio management concept.
- Support Investment Strategy & Solutions team within Wealth Management by providing leadership for departmental projects and committees.
- Work with the Wealth Director and Director Investment Advisory Services to mentor and develop less experienced colleagues including Investment Advisors and Investment Associates.
- Support the mission, strategy and values of Bryn Mawr Trust.
Requirements
- Minimum of 10 years of decision-making experience in an investment management setting, e.g. investment advisory firm, trust department of a bank hedge fund, private investment office.
- Thorough knowledge of investment and portfolio management theory, along with a fundamental knowledge of financial planning principles
- Knowledge of fiduciary, tax and other regulations impacting the investment management function.
- Experience with Microsoft Office.
- Must be able to juggle priorities, be organized and have an adjustable social style.
- Must exhibit initiative, and the ability to complete assigned tasks efficiently and accurately.
- knowledge, understanding and application of fiduciary and investment principles, including compliance requirements
- knowledge of securities processing and clearing
- knowledge of trust & accounting systems
- Additional responsibilities as required.
Nice to have
- Bachelor's degree in economics, trust management, business administration, finance or a business-related major is highly preferred.
- Advanced degree, either CFA, CFP, CTFA, or MBA, preferred.
- Experience with a trust accounting and/or investment system is preferred.
- Previous experience working with SWP platforms a plus.
Compensation
- $133,728.00 - $219,696.75
- Individual base pay may vary on additional factors such as the candidate's experience, job-related skills, relevant education, geographic location, and other specific business and organizational needs.
- In addition to base salary, WSFS Financial Corporation (WSFS) and its subsidiaries may offer eligible Associates discretionary and formula-based incentive and retention awards.
- Complete Annual reviews and works to align portfolios in keeping with approved security lists and investment parameters
Benefits
- WSFS provides a competitive benefits package, which includes medical, dental, and vision coverage
- life, accident, and disability insurance
- flexible spending accounts (FSAs) and health savings accounts (HSAs)
- and wellness programs.
- Additional benefits may include paid parental leave, military leave, vacation and other paid time off, sick leave in accordance with applicable state laws, and paid holidays.
- For more information about Associate benefits, please visit https://www.wsfsbank.com/about/careers/
- Benefit offerings are subject to eligibility requirements, legal limitations, and may vary based on an Associate's location and employment status.
Equal opportunity
- WSFS is an equal opportunity employer.
Visa & Work Authorization
- WSFS Bank will only consider candidates who are presently authorized to work for any employer in the United States and who will not require work visa sponsorship from WSFS Bank now or in the future in order to retain their authorization to
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This listing is sourced directly from WSFS Bank's careers page and normalized into a canonical job model.