Senior Wealth and Trust Advisor

WSFS Bank • Hershey, PA

2d • $130,466 - $214,339

About The Position

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 Senior Wealth and Trust Advisor is responsible for maintaining the ongoing relationships with clients and managing the delivery of wealth management services to the client. The incumbent will utilize broad-based fiduciary knowledge, experience, and bank resources to identify opportunities for relationship enhancement. In addition, the incumbent will manage an account base consisting of large, complex, and sensitive relationships, including administering and obtaining fiduciary standards and BMT’s policies.

Requirements

• Must have College degree.
• Must have 10 years of experience in a trust department of a bank or with a financial service company or law firm.
• Must have high level of technical knowledge of fiduciary, tax and estate planning concepts and a solid understanding of financial markets.
• Strong leadership skills.
• Strong customer service skills and commitment to delivering excellent customer service.
• Strong written and verbal skills and ability to handle and deliver difficult client and management messages with tact and firmness.

Responsibilities

• Responsible for the overall client satisfaction by directing and coordinating the efforts of appropriate bank resources to ensure the timely delivery of quality service, issue resolution, and effective communication with clients and other wealth team members.
• Cultivate strong working relationships with clients and their advisors to develop a complete understanding of clients’ needs and seek to identify new business opportunities from the existing client base, prospects, and centers of influence.
• Build and maintain knowledge of fiduciary standards and practices and Support Fiduciary Services by providing departmental projects and committees leadership.
• Bryn Mawr Trust takes a lead with planning approach to client relationships. May utilize financial planning software or integrate a broader planning team to help address clients’ financial goals and objectives.
• May provide mentoring to junior Wealth Management Division advisors, including training, skill development, work allocation, and problem resolution, and represent BMT at outside/professional organizations; while supporting our mission, strategy, and values.

Benefits

• WSFS provides a competitive benefits package, which includes medical, dental, and vision coverage; a 401(k) plan; life, accident, and disability insurance; flexible spending accounts (FSAs) and health savings accounts (HSAs); and wellness programs.
• Additional benefits may include paid parental leave, military leave, vacation and other paid time off, sick leave in accordance with applicable state laws, and paid holidays.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Number of Employees: 1,001-5,000 employees