WSFS Bank

WSFS Bank

Senior Wealth and Trust Advisor

Princeton, NJ · Senior

Work authorization required$134k-$220kDetected 30 days ago
TaxLeadershipCommunicationMentoringCFA

About the role

  • The Senior Wealth and Trust Advisor is responsible for maintaining and deepening ongoing relationships with clients while overseeing the comprehensive delivery of wealth management services.
  • In addition to base salary, WSFS Financial Corporation (WSFS) and its subsidiaries may offer eligible Associates discretionary and formula-based incentive and retention awards.
  • 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@wsfsbank.com.

Responsibilities

  • Responsible for overall client satisfaction by proactively directing, coordinating, and integrating the efforts of appropriate bank resources to ensure the timely, accurate, and high-quality delivery of services, effective issue identification and resolution, and consistent, transparent communication with clients, internal partners, and other wealth team members.
  • Cultivate and maintain strong, trusted relationships with clients, their families, and external advisors (e.g., attorneys, accountants, and other centers of influence) to develop a holistic understanding of clients' financial, estate, and legacy goals; actively identify and pursue opportunities for new business from existing relationships, prospective clients, and referral networks.
  • Build, maintain, and continuously enhance knowledge of fiduciary standards, regulatory expectations, and industry best practices; support Fiduciary Services by leading or contributing to departmental initiatives, projects, and committees; champion Bryn Mawr Trust's client-centric, planning-led approach to relationship management and long-term wealth strategy execution.
  • Utilize financial planning tools and software, as appropriate, and collaborate with a broader multidisciplinary planning team (e.g., investment advisors, tax specialists, and estate planners) to develop, implement, and monitor customized strategies that address clients' financial goals, risk tolerance, and evolving needs.
  • In addition, the incumbent will manage a portfolio consisting of large, complex, and highly sensitive client relationships, ensuring proper administration in accordance with fiduciary standards, regulatory requirements, and BMT's policies and procedures, while consistently mitigating risk and upholding the highest standards of care.

Requirements

  • Must have a minimum of 10 years of progressive experience within a trust department of a bank, financial services firm, or law firm, with demonstrated responsibility for managing complex trust and wealth relationships.
  • Strong client service orientation and a proven commitment to delivering a consistently high standard of service and client experience.

Nice to have

  • advanced degree or professional certifications such as CFP®, CFA, CTFA, or JD preferred).
  • Must have a college degree (Bachelor's required

Compensation

  • $133,728.00 - $219,696.75
  • Individual base pay may vary on additional factors such as the candidate's experience, job-related skills, relevant education, geographic location, and other specific business and organizational needs.
  • In addition to base salary, WSFS Financial Corporation (WSFS) and its subsidiaries may offer eligible Associates discretionary and formula-based incentive and retention awards.

Benefits

  • WSFS provides a competitive benefits package, which includes medical, dental, and vision coverage
  • life, accident, and disability insurance
  • flexible spending accounts (FSAs) and health savings accounts (HSAs)
  • and wellness programs.
  • Additional benefits may include paid parental leave, military leave, vacation and other paid time off, sick leave in accordance with applicable state laws, and paid holidays.
  • For more information about Associate benefits, please visit https://www.wsfsbank.com/about/careers/
  • Benefit offerings are subject to eligibility requirements, legal limitations, and may vary based on an Associate's location and employment status.

Equal opportunity

  • WSFS is an equal opportunity employer.

Visa & Work Authorization

  • WSFS Bank will only consider candidates who are presently authorized to work for any employer in the United States and who will not require work visa sponsorship from WSFS Bank now or in the future in order to retain their authorization to
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This listing is sourced directly from WSFS Bank's careers page and normalized into a canonical job model.