Position type: Full-time
Location: Berwyn, PA
Schedule: Monday – Friday
Hybrid/Onsite
Description:
At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally headquartered bank and wealth management company. We are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and Communities we serve. We Stand For Service® is more than part of our name, it’s our mission and our purpose.
The Investment Advisor is responsible for working with individuals and institutions to formulate investment plans which are then documented on the Investment Policy Statement (IPS). Utilizes a broad-based knowledge of investments and portfolio management concepts, experience, and bank resources to deliver investment outcomes to meet or exceed client goals and objectives.
The position requires internal communications, including participation in select internal committee meetings; knowledge, understanding, and application of fiduciary and investment principles, including Reg 9 compliance requirements; knowledge of securities processing and clearing; knowledge of trust & accounting systems; knowledge of investment systems to support trading and performance analysis (First Rate and Investor’s View specifically) and technology to support recordkeeping and payment history (SunGard); and interface with Trust Operations Service Partners.
Job Responsibilities:
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