Senior Wealth and Trust Advisor

Hershey, PA - USA

Monthly Salary: $ 130466 - 214338

Posted on: 7 hours ago

Vacancies: 1 Vacancy

Job Summary

Job Description

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 addition the incumbent will manage an account base consisting of large complex and sensitive relationships including administering and obtaining fiduciary standards and BMTs policies.

Job 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.

This is a full-time position located in either Hershey PA or Lancaster PA.

Minimum Qualification:

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.

Salary Range:

$130466.00 - $214338.50

Individual base pay may vary on additional factors such as the candidates experience job-related skills relevant education geographic location and other specific business and organizational needs.

In addition to base salary WSFS Financial Corporation (WSFS) and its subsidiaries may offer eligible Associates discretionary and formula-based incentive and retention awards. 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. Benefit offerings are subject to eligibility requirements legal limitations and may vary based on an Associates location and employment status. For more information about Associate benefits please visit 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.

Required Experience:

Senior IC

Job DescriptionBryn 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 c...