Senior Wealth and Trust Advisor jobs in United States
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WSFS Bank · 1 week ago

Senior Wealth and Trust Advisor

positionHershey, PA
timeFull-time
remoteOnsite
senioritySenior Level, Lead/Staff
money$130K/yr - $214K/yr
date10+ years exp

WSFS Bank is a financial institution providing a range of wealth management solutions. The Senior Wealth and Trust Advisor is responsible for maintaining client relationships and delivering wealth management services, while also identifying new business opportunities and mentoring junior advisors.

BankingFinanceFinancial Services

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 knowledgeLeadership skillsCustomer service skillsWritten communicationVerbal communication

Required

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

Benefits

Medical, dental, and vision coverage
401(k) plan
Life, accident, and disability insurance
Flexible spending accounts (FSAs) and health savings accounts (HSAs)
Wellness programs
Paid parental leave
Military leave
Vacation and other paid time off
Sick leave in accordance with applicable state laws
Paid holidays

Company

WSFS Bank

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WSFS Bank is the seventh oldest, continuously-operating bank in the United States.
dateFounded in 1832
location
Wilmington, Delaware, USA
people-size1001-5000 employees
web-link
http://www.wsfsbank.com/

Funding

Current Stage
Public Company
Total Funding
$200M
2025-12-09Post Ipo Debt· $200M
1986-12-05IPO

Leadership Team

A
Alyson Beasley Bradley
SVP/Chief Auditor
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Brooke Moyer
SVP & Director of Loan Syndications
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Recent News

Business Wire
WSFS Management to Hold Meetings with Investors at Piper Sandler’s East Coast Financial Services Conference
2025-11-10
Business Wire
WSFS CARES Foundation Provides $100,000 to Combat Rising Food Insecurity
2025-11-05
Business Wire
The Bancorp Appoints Dominic Canuso as Chief Financial Officer
2025-11-03
Company data provided by crunchbase