Financial Advisor (Fintech)

Location: Wilmington, Delaware, United States. Candidates must already be authorized to work for any employer in the United States and must not require current or future visa sponsorship.

Salary: $92,869–$152,569 per year, plus potential incentive and retention awards.

Company

hirify.global, through Bryn Mawr Trust, provides wealth management, investment management, trust and estate planning, brokerage, and advisory services to individual, corporate, and institutional clients.

What you will do

• Advise customers on personal investment products, market trends, and appropriate investment strategies.
• Drive profitable investment sales while maintaining current knowledge of the personal investments product portfolio.
• Assess customer needs and ensure appropriate and suitable market transactions are executed.
• Build relationships with internal and external referral sources.
• Provide high-quality service to the existing client base.
• Follow Bank, Broker-Dealer, FINRA, and SEC rules and regulations.

Requirements

• Bachelor’s degree in Business, Finance, Economics, or equivalent work experience.
• At least two years of relevant sales experience.
• Series 7, Series 65 and 63 and/or Series 66, and Pennsylvania Life Insurance licenses.
• No disclosures on Form U4.
• Knowledge of investment planning and risk management concepts.
• Strong computer, communication, presentation, discretion, and confidentiality skills.

Nice to have

• Previous financial advisory experience.
• CFP® designation.

Culture & Benefits

• Medical, dental, and vision coverage.
• 401(k), life, accident, and disability insurance.
• Flexible spending accounts and health savings accounts.
• Wellness programs, paid parental and military leave, vacation, sick leave, and paid holidays.
• Inclusive workplace with accommodation support for candidates with disabilities or other impairments.