Financial Advisor at Bryn Mawr Trust | Rozgoo | Rozgoo

Bryn Mawr Trust

Wilmington, US · On-site · Full-time

Financial Advisor

₹77.1L – ₹126.6LPosted 27 days ago

Location: Wilmington, US
Work mode: On-site
Employment: Full-time
Salary: ₹77.1L – ₹126.6L
Experience: Mid-level

About the role

© 2026 Rozgoo

Job Description Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses. The Financial Advisor will support the Wealth Investments. The Financial Advisor will have responsibility for all functions relating to the com…

Requirements

Experience in financial advisory or wealth investments
Knowledge of investment and planning concepts
Ability to support client service activities

Skills

wealth management
financial advisory
investment management
trust and estate planning
brokerage services
client relationship management
portfolio management
financial planning
risk management
regulatory compliance
crm tools

About the company

Bryn Mawr Trust

Posted via Adzuna

How to apply

Apply Now takes you to Rozgoo, where auto-apply can submit your application for this role. Updated 8 days ago.

Bryn Mawr Trust

Financial Advisor

₹77.1L – ₹126.6L