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Bryn Mawr Capital Management Financial Advisor
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Full-time
- The Bryn Mawr Capital Management Financial Advisor is responsible for working with individuals and institutions to formulate investment plans which are then documented on the Investment Policy Statement (IPS) and utilizes a broad-based knowledge of investments and portfolio management concepts, experience, and bank resources to deliver investment outcomes to meet or exceed client goals and objectives
- Minimum Qualifications: College degree and at least 3-7 years of experience in an investment management setting, e.g., investment advisory firm, trust department of a bank hedge fund, private investment office, or a related financial services organization, e.g., consultancy, accounting firm, estate planning firm
- Advanced degree, either CFA or MBA, preferred
- Series 65 required Thorough knowledge of investment and portfolio management theory, along with a fundamental knowledge of financial planning principles
- Must have knowledge of investment systems to support trading and performance analysis (First Rate and Investor’s View specifically) and technology to support recordkeeping and payment history (SunGard); and interface with Trust Operations Service Partners
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