Our client is located in Greater Philadelphia, PA. They are seeking a Wealth Advisor/Portfolio Manager to join their team. This person will manage client portfolios including financial planning, investments, compliance, and problem resolution.

Essential Responsibilities:

• Provides service to Wealth Management clients in a timely and professional manner. Defines client objectives; designs and implements portfolios; purchases and sells securities; prepares and performs asset reviews for client; plans recommended portfolio changes; contacts clients to discuss recommendations.
• Studies the capital markets.
• Possesses knowledge of electronically wiring funds.
• Manages portfolios for all types of trusts and deals directly with beneficiaries, guardians, attorneys, Attorneys-In-Fact, tax professionals, and other individuals as required. Interprets wills, trusts, and various other documents.
• Continuously builds and maintains professional relationships with clients and potential clients. Utilizes sales tools and investment knowledge to increase new business for the Wealth Management Group. Promotes goodwill and generates new business by applying interview skills when meeting clients to find the best wealth product(s) to fit the client's needs. Maintains expert knowledge of available products and services that may benefit the client. Performs follow-up customer service to ensure clients are fully satisfied and understand products. Follows up on referrals as appropriate.
• Maintain the highest level of integrity and confidentiality.
• Maintains culture of institution through professionalism, manners and work ethic.
• Completes other duties that may be assigned.

Other Responsibilities:

• Prepares departmental reporting.
• Answers questions and solves problems for clients and other employees.
• Effectively interacts with internal/external examiners and outside accountants as needed.
• Represents the financial institution in the community by actively participating as a member or officer of a community or civic organization.

Qualifications:

Education and/or Experience:

• Bachelors degree from four-year college or university, preferably in Economics, Finance or Business Administration; or a minimum of seven years related experience and/or training in a financial institution; or equivalent combination of education and experience. Must possess the ability to promote high standards of professionalism.
• Effectively communicates in English; proficient reading, writing and grammar skills; proficient analytical and mathematics skills; proficient communicative and interpersonal relations skills; ability to build professional relationships and rapport. Moderate PC skills including knowledge of Windows operating systems, Bloomberg, the wealth operating system, internet browsers, wire systems, networking, and software.
• 3-5+ years of experience in financial planning
• 3 years in a client facing role

Certificates, Licenses, Registrations:

• CFP/CFA preferred, including the continuing education credits to maintain such certification.
• Successful completion of trust school or equivalent preferred.
• To perform this job successfully, an individual must possess a willingness to attend seminars and conferences pertinent to the department.

Salary (commensurate with experience) plus bonus position. Full benefits package included. This role is in the office in the Greater Philadelphia area.