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Bryn Mawr Trust · 1 day ago

Senior Wealth and Trust Advisor

Hershey, PA

Full-time

Onsite

Senior Level, Lead/Staff

$130K/yr - $214K/yr

10+ years exp

Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions. The Senior Wealth and Trust Advisor is responsible for maintaining client relationships and managing the delivery of wealth management services, utilizing fiduciary knowledge to enhance relationships and manage complex accounts.

Asset ManagementBankingFinancial ServicesInsuranceRisk ManagementWealth Management

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

Qualification

Fiduciary knowledgeTax planning conceptsEstate planning conceptsFinancial markets understandingCustomer service skillsLeadership skillsWritten communicationVerbal communication