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Senior Investment Advisor
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- The Senior Investment Advisor is responsible for prospecting and engaging clients by formulating comprehensive financial planning, investment management and customized financial solutions provided by Bryn Mawr Capital Management (“BMCM”)
- Job Responsibilities: Drive growth in a wealth management client base providing comprehensive financial planning and investment management and delivering highly personalized customized solutions
- Collaborate with Leaders and associates to provide a work-flow solution in Salesforce, Orion, Wealth Access for Advisors and client support staff to effectively and efficiently utilize the platform
- Must have experience with portfolio management, financial planning and custodial platforms
- Must have FINRA Series 65 license or equivalent
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