Job Description

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 Junior Investment Advisor is a developmental role responsible for supporting Senior Investment Advisors/Investment Advisors with client and portfolio management which includes but is not limited to meeting preparation, materials and research, etc.  The Junior Investment Advisor is also responsible for working with individuals and institutions to formulate investment plans which are then documented on the Investment Policy Statement (IPS). Utilizing a broad-based knowledge of investments and portfolio management concepts, experience, and bank resources, this position is required 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 (Orion, Eclipse and Morningstar) and technology to support recordkeeping and payment history (SEI); and interface with Trust Operations Service Partners.

Job Responsibilities:

Manages client portfolios in keeping with goals established for the account, IPS, and all BMT standards and policies.

Cultivates strong working relationships with clients and their advisors in order to develop a complete understanding of client's needs.

Proactively communicates with clients to regularly review goals and objectives and reaffirm the `appropriateness of the current investment plan as detailed on IPS.

Completes Annual Reg 9 reviews and works to align portfolios in keeping with approved security lists and investment parameters.

Actively seeks to identify new bu

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