Financial Advisor - Endowments & Foundations
Wsfs Financial

Berwyn, Pennsylvania

Posted in Banking

Job Info

Job 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 Financial Advisor is responsible for maintaining ongoing relationships with endowment, foundation and charitable clients and managing the delivery of wealth management services to those clients. With their specialized knowledge of the needs of endowment and foundation clients, the Financial Advisor will connect clients to resources that help build long-term financial sustainability; they will also look for opportunities to enhance and grow the existing relationship with the bank. The Financial Advisor will oversee RFP processes, ensuring all responses to RFPs represent the best of BMT's offering tailored to the needs of the prospect. Lastly, the Financial Advisor will actively build and maintain a broad network in the nonprofit and charitable arena, attending events and screening prospective client opportunities.

Job Responsibilities:

  • Manages a client base consisting of endowment, foundation and charitable wealth relationships
  • Manages client relationships ensuring that fiduciary standards and BMT's policies are observed.
  • Assumes responsibility for overall client satisfaction by directing and coordinating the efforts of appropriate bank resources to ensure the timely delivery of quality service, issue resolution, and effective communication with clients and other team members.
  • Cultivates strong working relationships with clients and their outside advisors in order to develop a complete understanding of clients' needs
  • Responds to RFPs and/or coordinates teams of advisors completing RFP processes, ensuring responses are timely and complete
  • Actively seeks to identify new business opportunities from the existing client base, prospects and centers of influence
  • Regularly attends gatherings of nonprofit and foundation organizations and leaders, contributing own thought leadership
  • Builds and maintains own knowledge base of nonprofit needs, trends and resources
  • Represents BMT at outside/professional organizations
  • Supports the mission, strategy and values of BMT
  • Additional responsibilities as required

Minimum Qualifications:
  • Must have a College degree.
  • Must have at least 5 years of experience in a role serving nonprofit and/or charitable constituents.
  • Must have or acquire relevant advisory licenses within 1st year.
  • Must get or have CFP or ChFC within 2 years of hire or equivalent designation.
  • Must have a general knowledge, understanding and application of custodian platforms and investment principles, securities processing and clearing, portfolio and client management systems.
  • Must have demonstrated success in a role with sales and/or fundraising responsibility.
  • Must have strong knowledge of nonprofit business models, landscape and needs.
  • Must have strong customer service skills and commitment to delivering excellent customer service.
  • Must have strong written and verbal skills and ability to handle and deliver difficult client and management messages with tact and firmness.
  • Must be comfortable with solving complex internal and external issues as it relates to the Bank's clients, processes and procedures.
  • Experience with custodian platforms and/or investment system is preferred.
  • Must have no disclosures on Form U-4.

WSFS Bank is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation, including technical assistance with the WSFS Bank Careers website or submission process, please contact us via email at

WSFS is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

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