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Wealth Advisor
3 months ago
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
Wealth Advisors are responsible for maintaining ongoing relationships with clients and managing the delivery of wealth management services to the clients
With their fiduciary knowledge and experience, a Wealth Advisor will handle all aspects of trust administration and trust planning for their clients
They will also look for opportunities to enhance and grow the existing relationships with the bank
Job Responsibilities: Manages a client base consisting of trust accounts and wealth relationships
Administers trusts according to trust documents and manages client relationships ensuring that fiduciary standards and BMT’s policies are observed
Assumes responsibility for 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 team members
Cultivates strong working relationships with clients and their outside advisors in order to develop a complete understanding of clients’ needs
Actively seeks to identify new business opportunities from the existing client base, prospects and centers of influence
Builds and maintains knowledge of fiduciary standards and practices
Supports Fiduciary Services by assisting with departmental projects and serving on committees
Represents BMT at outside/professional organizations
Supports the mission, strategy and values of BMT
Additional responsibilities as required
Minimum Requirements: College degree and at least 7-10 years of experience in a trust department of a bank or with a financial service company or law firm
Strong technical knowledge of fiduciary and estate planning concepts and a solid understanding of financial markets 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 Comfortable with solving complex internal and external issues as it relates to the Bank’s clients, processes and procedures
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
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
At WSFS Bank we empower our Associates to forge the careers of their dreams, we guide our Customers to secure their financial futures, and we actively support our Communities so they can fully thrive
We know that when we work together and move forward with purpose a brighter path to the future lies ahead for our Associates, our Customers, and the Communities we serve
WSFS Financial Corporation (WSFS) is a multibillion-dollar financial services company
Its primary subsidiary, WSFS Bank, is the oldest and largest locally-headquartered bank and trust company in the Greater Philadelphia and Delaware region
As of March 31, 2023, WSFS Financial Corporation had $20.3 billion in assets on its balance sheet and $65.6 billion in assets under management and administration
WSFS operates from 119 offices, 92 of which are banking offices, located in Pennsylvania (61), Delaware (39), New Jersey (17), Virginia (1) and Nevada (1) and provides comprehensive financial services including commercial banking, retail banking, cash management and trust and wealth management
Other subsidiaries or divisions include Arrow Land Transfer, Bryn Mawr Capital Management, LLC, Bryn Mawr Trust®, The Bryn Mawr Trust Company of Delaware, Cash Connect®, NewLane Finance®, Powdermill® Financial Solutions, WSFS Institutional Services®, WSFS Mortgage®, and WSFS Wealth® Investments
Serving the Greater Delaware Valley since 1832, WSFS Bank is one of the ten oldest banks in the United States continuously operating under the same name.
