Senior Wealth and Trust Advisor

3 months ago

Berwyn, United States WSFS Bank Full time
Job Description

At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally headquartered bank and wealth management company. We are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and Communities we serve. We Stand For Service® is more than part of our name, it's our mission and our purpose.

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.

Job Responsibilities:
  • Manage an account base consisting of large, complex, and sensitive relationships, including administering and obtaining fiduciary standards and BMT's policies.
  • 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.
  • Cultivates 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.
  • 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.
  • Additional responsibility includes.
Minimum Qualifications:
  • 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


WSFS Bank is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation, including technical assistance with the WSFS Bank Careers website or submission process, please contact us via email at careers@wsfsbank.com.

WSFS is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

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