WSFS has exciting career opportunities for full and part-time Associates. Our goal is to partner with gifted professionals to help us achieve our vision and maintain our culture. As a service organization and one where “We Stand For Service”, our success is dependent on Associate engagement. Each Associate contributes directly to to the growth and success of our organization, while building an exceptional career.
Work-life balance, great benefits, service oriented culture, and career development are a few reasons to consider a career at WSFS Bank.
WSFS Bank employs over 620 Associates in more than 30 offices. Our Corporate headquarters is located in downtown Wilmington, Delaware with locations spread across New Castle, Sussex, and Kent County in Delaware as well as Chester and Delaware County in Pennsylvania.
If you are a driven, innovative, team player, and if you stand for service too, WSFS has exciting career opportunities for you. Come join the WSFS team...
Retail Investment Sales Manager
Loading Map...
If you are interested in helping WSFS Bank achieve its mission to Strengthen the Core of Delaware, we are currently seeking a.................
Investment Brokerage Manager
Join WSFS Bank, a trusted financial institution rated in 2009 as the # 1 "Best in Business" employer in the state of Delaware!
Job Summary:
The incumbent is responsible for department-wide sales of personal investment products, such as mutual funds, Savings Life Insurance or other types of insurance products, and annuity products to individual retail customers to ensure profitability and satisfy customer needs. Will be responsible for developing a platform program for LRAs and provide coaching and development.
The salary for this position is $78,100-$100,378. The schedule is a 40 hour work week M-F 8am-5pm.
Minimum Qualifications:
Must have a high school diploma or its equivalent. In addition, a Bachelor's Degree in a business-related field or equivalent experience is preferred.
Incumbent must have 4+ years direct sales experience in investments or related products.
Must have 2+ years management in a financial services sales environment.
Must have NASD Series 7, 24, and 63.
Must have general knowledge of the securities industry regulations.
The incumbent will manage a team of 6-8 Financial Advisors while exercising the usual authority of a manager concerning staffing, performance appraisals, promotions, salary recommendations, and terminations.
The candidate is responsible for ensuring that Financial Advisors and LRAs maintain an up-to-date familiarity with the current personal investment products portfolio to ensure optimum marketing potential.
Must direct the activities of retail Financial Advisors and Licensed Retail Associates (LRA) to maintain a high level of profitable sales.
This individual will be held accountable for not only the retail investment team's goals but also their own individual goals as well.
Incumbent must have superior customer service skills and inform customers of current market trends, recommending appropriate investment strategies, and seeing that the proper market transactions are executed.
Must have a successful record in direct sales of investments or related products.
Incumbent must have excellent oral and written communication skills, as well as excellent listening ability.
Incumbent must have working knowledge of MS office applications.
Physical Demands:
The physical demands described below must be met by an Associate to successfully perform the essential functions of this job.
- Incumbent will be required to stand for intermittent periods of time.
- Dexterity is mandatory as this job requires frequent use of hands and fingers.
- The incumbent will be required to walk, reach with hands and arms, push items over head, occasionally stoop, kneel, or crouch.
- The incumbent will also be required to talk, hear, and see.
- This position requires regular lifting and moving of up to 10 lbs.
EOE M/F/D/V Drug-Free Workplace
wsfs.kenexa.com/wsfs/cc/CCJobDetailAction.ss?command=CCViewDetail&ccid=bupJEdUjsTs%3D&source=CB&job_REQUISITION_NUMBER=20540
n/a
|