What are the responsibilities and job description for the Investment Specialist position at Wilmington Savings Fund Society?
About the Company
Wilmington Savings Fund Society is a leading financial institution dedicated to providing exceptional service to our clients. We empower our associates to grow their careers, guide our customers to secure their financial futures, and actively support our communities.
This role offers an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are committed to consistently being named a Top Workplace by our associates, who make a difference every day for the people, businesses, and communities we serve.
Job Description
The Junior Investment Advisor will work closely with Senior Investment Advisors/Investment Advisors to deliver investment outcomes that meet or exceed client goals and objectives. They will utilize a broad-based knowledge of investments and portfolio management concepts, experience, and bank resources to achieve this goal.
Required Skills and Qualifications
- College degree and 3-7 years of experience in an investment management setting.
- Thorough knowledge of investment and portfolio management theory.
- Fundamental knowledge of financial planning principles.
- Strong written and verbal skills.
