Senior Wealth Advisor
Wsfs Financial

Job Info

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Position type: Full-time

Location: Berwyn, PA

Schedule: Monday – Friday

Hybrid/Onsite

Description:

The Senior Wealth 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. The incumbent will manage an account base consisting of large and complex relationships including more sensitive relationships. This will include administering and ensuring that fiduciary standards and BMT’s policies are observed. The Senior Wealth Advisor is 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. This role 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. The incumbent will build and maintain knowledge of fiduciary standards and practices and support Fiduciary Services by providing leadership for departmental projects and committees. The Senior Wealth Advisor may provide mentoring to junior Wealth Management Division advisors, including training, skill development, work allocation, and problem resolution, and represents BMT at outside/professional organizations; while supporting our mission, strategy, and values.

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

Inclusiveness:

Bryn Mawr Trust, a WSFS Company 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.

How do you get to be nearly 200 years old in a world that's constantly changing? For us, the answer has always been the same: create a team of Associates who are passionate about serving the community, and success will follow. Our Mission and Values serve as essential reminders about who we are and how we do business. 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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