Wealth Director
WSFS Bank(4 days ago)
About this role
A Wealth Director at Bryn Mawr Trust leads a team of wealth professionals to deliver personalized financial advice and services. The role involves managing complex client relationships, developing business opportunities, and overseeing team performance in a collaborative environment.
Required Skills
- wealth management
- Client Relations
- Financial Planning
- Portfolio Management
- Fiduciary
- Estate Planning
- Tax Concepts
- Leadership
- Sales Strategy
- Relationship Management
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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