Bryn Mawr Trust · 15 hours ago
Senior Wealth and Trust Advisor
Hershey, PA
Full-time
Onsite
Senior LevelBryn Mawr Trust, a division of WSFS Bank, offers personalized wealth management and financial planning services. They are seeking a Senior Wealth and Trust Advisor to provide expert-level guidance in wealth management, collaborate on financial strategies, and foster client relationships.
Asset ManagementBankingFinancial ServicesInsuranceRisk ManagementWealth Management
Hiring Manager
David Stork
Responsibilities
Providing expert-level guidance in wealth management services, financial and retirement planning, and investment solutions to clients
Collaborate with internal and external teams to develop and implement customized financial strategies
Ensuring clients achieve their short-term and long-term goals
Fostering client relationships
Managing portfolios
Offering sound financial advice to help clients navigate complex financial matters
Qualification
Required
Proficiency in Wealth Management Services and Investments
Strong expertise in Financial Planning and Retirement Planning
In-depth knowledge of Finance and related fields
Excellent interpersonal and communication skills to build and maintain client relationships
Proven ability to create and implement customized financial strategies
Bachelor's degree in Finance, Accounting, Business, or a related field; CFP or similar certification is highly preferred
Experience in the banking, financial, or investment advisory sector is required
Preferred
CFP or similar certification is highly preferred
Company
Bryn Mawr Trust
Bryn Mawr Trust is a banking firm that provides banking, insurance, and asset management services.
Founded in 1889
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$30M2021-03-10Acquired
2015-08-06Series Unknown· $30M
Leadership Team
Jamie P. Hopkins
Chief Executive Officer
Michael Mendelson
SVP, Chief Operating Officer
Recent News
The Philadelphia Inquirer
2025-10-06
2025-09-15
Company data provided by crunchbase