Senior Wealth and Trust Advisor
WSFS Bank(1 month ago)
About this role
A Senior Wealth and Trust Advisor at Bryn Mawr Trust manages ongoing client relationships and oversees the delivery of wealth management and trust services. The role serves large, complex fiduciary clients and leverages the bank's resources to support clients' planning, advisory, and stewardship needs.
Required Skills
- Fiduciary Knowledge
- Trust Administration
- Estate Planning
- Investment Management
- Financial Planning
- Client Relations
- Leadership
- Customer Service
- Communication
- Tax Knowledge
Qualifications
- College Degree
About WSFS Bank
wsfsbank.comWSFS has been uplifting the people, businesses and Communities it serves for nearly 200 years, creating a world in which everyone can thrive.
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