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Senior Wealth Advisor

Company: WSFS Bank
Location: Princeton
Posted on: March 17, 2023

Job Description:

Position type: Full-timeLocation: Princeton, NJSchedule: Monday - Friday -Hybrid/OnsiteDescription: -At WSFS Bank, we empower our Associates to grow their careers, we guide our customers to secure their financial futures, and we actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, opportunities to advance, and more. We are the premiere, locally headquartered bank and wealth management company in the region and 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, it's our mission and our purpose.Leading with advice and planning, the Senior Wealth Advisor is responsible for maintaining ongoing relationships and managing the delivery of wealth management services to the clients. -Utilizes broad-based fiduciary knowledge to administer trusts and educate clients on trust and estate planning. The Senior Wealth Advisor will also look for opportunities to enhance and grow existing relationships with the bank.Job Responsibilities: -

  • Manages an account base consisting of large and complex relationships, including more sensitive client relationships.
  • Administers trusts according to trust documents and manages client relationships, ensuring that fiduciary standards and BMT's policies are observed.
  • Assumes responsibility for 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 team members.
  • Cultivates strong working relationships with clients and their other advisors to develop a complete understanding of client's needs.
  • Actively seeks to identify new business opportunities from existing client base, prospects, and centers of influence.
  • Builds and maintains knowledge of fiduciary standards and practices.
  • Supports Fiduciary Services by providing leadership for departmental projects and serving on or leading committees.
  • May provide mentoring to junior WMD advisors, which includes training, skill development, work allocation, and problem resolution.
  • Represents BMT at outside/professional organizations.
  • Additional responsibilities as requiredMinimum Qualifications:
    • College degree and at least 7 years of experience in a trust department of a bank or with a financial service company or law firm.
    • Deep technical knowledge of fiduciary, tax, and estate planning concepts with 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 firmnessWSFS 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 careers@ 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.#LI-Hybrid -

Keywords: WSFS Bank, Trenton , Senior Wealth Advisor, Other , Princeton, New Jersey

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