Join Our Team as a Financial Solutions Specialist!

Location: Delaware, United States
Job Types: Full Time
Timing/Shifts: 4.5 Day Week

UP TO $ 6,000 / month

WSFS Bank, a leader in innovative financial solutions, is seeking a dedicated and dynamic individual to join our team as a Financial Solutions Specialist in Delaware! As a Financial Solutions Specialist, you will play a pivotal role in helping clients achieve their financial goals while utilizing cutting-edge technology and providing unparalleled customer service.

Key Responsibilities:

Assisting clients in identifying and selecting the best financial solutions tailored to their individual needs
Conducting in-depth financial consultations for clients planning vacations and holiday expenses
Utilizing advanced technology platforms to streamline financial processes and ensure client satisfaction
Building and maintaining strong client relationships through exceptional service and in-depth industry knowledge
Collaborating with a team of professionals to continuously enhance the client experience

Qualifications:

Bachelor's degree in Business, Finance, or related field
Proven experience in the financial industry, preferably with a focus on vacation planning or travel expenses
Strong understanding of financial products, investment vehicles, and wealth management
Excellent communication and interpersonal skills
Ability to thrive in a fast-paced and dynamic environment
Proficiency in utilizing various financial software and technology platforms
Series 7 and 66 licenses required (or must be obtained within 6 months of employment)

Why WSFS Bank?

At WSFS, we are committed to leading the way in providing innovative financial solutions while fostering a culture of inclusivity and professional growth. Join a team that values your contributions and offers opportunities for career advancement in a forward-thinking and supportive environment.

If you are passionate about finance and enjoy helping individuals plan their dream vacations by providing comprehensive financial guidance, we encourage you to apply and become an integral part of WSFS Bank's success!