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Senior Wealth and Trust Advisor
2 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, its 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 BMTs 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
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.
