Senior Wealth and Trust Advisor
$133.73k - $219.7kFull-time
Bryn Mawr Trust
Job Description Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses. 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. The incumbent will leverage extensive fiduciary expertise, industry experience, and bank resources to identify opportunities for relationship growth, retention, and enhancement. 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. Job Responsibilities:
$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. WSFS provides a competitive benefits package, which includes medical, dental, and vision coverage; a 401(k) plan; 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. Benefit offerings are subject to eligibility requirements, legal limitations, and may vary based on an Associate's location and employment status. For more information about Associate benefits, please visit WSFS 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 View email address on aplitrak.com. 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.
- 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.
- Provide leadership, mentorship, and guidance to junior advisors within the Wealth Management Division, including training, professional development, workflow management, and complex problem resolution; serve as a subject matter expert and role model, and represent BMT at external events, professional organizations, and industry forums while actively promoting the organization's mission, strategic objectives, and core values.
- Ensure all client accounts are administered in strict adherence to fiduciary, legal, compliance, and internal policy standards, including proper documentation, risk management, and audit readiness, while exercising sound judgment in decision-making across complex scenarios.
- Must have a college degree (Bachelor's required; advanced degree or professional certifications such as CFP®, CFA, CTFA, or JD preferred).
- 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.
- Must possess a high level of technical expertise in fiduciary administration, tax planning, estate planning concepts, and trust structures, along with a strong and current understanding of financial markets, investment principles, and wealth planning strategies.
- Strong leadership and influencing skills with the ability to manage priorities, lead cross-functional teams, and drive outcomes in a collaborative environment.
- Strong client service orientation and a proven commitment to delivering a consistently high standard of service and client experience.
- Excellent written and verbal communication skills, including the ability to convey complex information clearly and to handle sensitive or difficult client and management conversations with professionalism, empathy, tact, and firmness.
$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. WSFS provides a competitive benefits package, which includes medical, dental, and vision coverage; a 401(k) plan; 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. Benefit offerings are subject to eligibility requirements, legal limitations, and may vary based on an Associate's location and employment status. For more information about Associate benefits, please visit WSFS 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 View email address on aplitrak.com. 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.
Vacancy posted 15 hours ago
Similar jobs that could be interesting for youBased on the Senior Wealth and Trust Advisor in Princeton, NJ vacancy
- ...pressured to “sell” products? At Novi Wealth Partners , we believe in delivering... ...our client work. We are seeking a Senior Associate Wealth Advisor with a strong foundation in... ...We don’t sell products. We deliver trusted advice. ~ Collaborative team :...SeniorFlexible hours
$105.4k - $207.8k
....Recruiting for this role ends on 12/31/2026.Work you'll doAs a Senior Engineering Management Specialist on the Cyber team, you will be... ...deploying privileged access management solutions (CyberArk, Beyond Trust or Delinea) across cloud, on-premises, and hybrid...SeniorLocal areaVisa sponsorship$120k - $202.5k
Who we areState Street’s Wealth Custody & Clearing (WC&C) business delivers institutional grade custody, clearing, and platform services... ...data access, and regulatory grade controls. We are seeking a Senior Software Engineer to provide technical leadership across our backend...SeniorFull timeTemporary workFlexible hours$178k - $307.05k
...cybersecurity, data, AI, and technology risk.As the Senior Legal Director, Cyber & Data Risk, you will serve as the principal legal advisor to the Chief Information Security Officer (... ....Demonstrated experience serving as a trusted legal advisor to senior executives on...SeniorFull timeLocal areaImmediate start$32.5 - $36 per hour
...spirit, and community engagement to help customers navigate their tax needs. As a TurboTax - Retail Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around...SeniorLocal areaIntuit
Princeton, NJ21 days ago$24.04 - $31.25 per hour
Job Description:Merrill Wealth Management is a leading provider of comprehensive wealth management... ...advice and guidance.Merrill’s Financial Advisors and Wealth Management Client Associates... ...committed to their needs. We believe trust comes from transparency. Our trusted...SeniorHourly payFull timeImmediate startDay shift- * Consults on investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and insurance book of business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing...
$75k
...Financial Advisor At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all... ...contribute to the company's success. As a Financial Advisor within PNC Wealth Management, you will be based in Center City or Bordentown,...Full timeTemporary workPart timeWork experience placementWork at office$65k - $160k
Comfort Advisor - Princeton Air Ready to build a high-income career while helping homeowners make confident comfort decisions? Love connecting... ...'re not just selling—you’re educating, advising, and building trust. Your role keeps revenue growing, customers informed, and...Full time$15.92 - $17.5 per hour
Chocolate Advisor page is loaded## Chocolate Advisorlocations: Princeton, New Jerseytime type: Part timeposted on: Posted Todayjob requisition... ...who provides an inspiring people experience. Together, we build trust, drive innovation, and grow - as individuals and as a business....Local areaNight shiftWeekend work$100k - $149k
...P Global enables businesses, governments, and individuals with trusted data, expertise, and technology to make decisions with conviction... ...you energized for your time on.Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills....SeniorFull timeSecond jobLive inWorldwideFlexible hours- ...medical strategy in a defined territory in the United States. You will act as a scientific expert in cardiovascular disease, build trusted partnerships with key opinion leaders, and drive strategic medical programs locally. You will support clinical trials, provide protocol...Senior
Kardigan
Princeton, NJ4 days ago $16 per hour
...Part-Time Cannabis Advisor - Lawrence Verano Holdings Corp., one of the U.S. cannabis industry's leading companies based on historical... ...cannabis products sold under its diverse portfolio of trusted consumer brands including Verano, MV, Savvy, BITS, Encore, and...Part timeWork at officeLocal areaShift workWeekend work$45k - $100k
...Financial Advisor Position at Edward JonesJoin a financial services firm where your contributions... ...financial goals: retirement, building wealth, estate strategies, funding education and... ...and why they are important to accelerate trust and help them stay on track. Edward Jones...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hoursEdward Jones
Pennington, NJ5 days ago- ...Information & InsightsThis is your opportunity to join AXIS Capital – a trusted global provider of specialty lines insurance and reinsurance.... ...consistent, accurate and decision-ready reporting for senior claims leadership, and key stakeholders (including, but not limited...Work at officeImmediate start3 days per week
AXIS Capital
Princeton, NJ3 days ago $91k - $202.8k
...the company’s success. As an AML Sanctions Advisor within PNC's Independent Risk Management organization supporting PNC Wealth Management Broker/Dealer, you will be based... ...Sanctions advice and critical challenge to senior staff, lines of business and operational execution...Full timeTemporary workPart timeWork experience placementWork at office- ...Job Description Job Description Senior Financial Advisor-RETAINED SEARCH REMOTE or HYBRID or ON-SITE are all welcome! Avior Executive... ...Center of Princeton. Our client has over 30 years of wealth management expertise and looking for a Sr. Financial Advisor...Remote work
Avior Executive Search
Princeton, NJ18 days ago - ...progress to power human progress worldwide.ETS Praxis is seeking a Senior Program Success Manager to design, deliver, and scale high-... ...post-sale contact for district and partner stakeholders Build trusted relationships through proactive, clear, and empathetic communication...SeniorFull timeWorldwide
- ...Senior Branch Premier Banker (SAFE) Are you looking for more? Find it here. At Wells... ...collaboration with internal partners across Wealth, Home Lending, and Business Banking to... ...experienced professionals who excel at building trust, managing a portfolio, and delivering...Temporary workWork experience placementImmediate start
Wells Fargo
North Brunswick, NJ3 days ago $185k - $225k
...your opportunity to join AXIS Capital - a trusted global provider of specialty lines... ...prohibited by the laws that govern its operations.Senior Pricing Actuary - ART Casualty (North... ...considerationsStakeholder EngagementAct as a trusted advisor to underwriting, brokers, and clients on...SeniorFull time$90k - $125k
Senior Technical Account Manager - Portfolios Location Princeton Business Area Data Ref # 10053087 Description &... ...Bloomberg the platform of choice for data dissemination. We'll trust you to:Establish and manage relationships with major fund houses...SeniorTemporary workFor contractorsWork experience placement$102.96k - $126.49k
...Performance Across Complex, High-Hazard EnvironmentsAre you a trusted health and safety consultant who thrives on solving complex challenges... ..., and achieve long-term success.What Your Impact IsAs a senior consultant and people leader, you will:Guide clients through complex...Full timeFor contractorsFixed term contractFor subcontractorCasual workFlexible hours$75k - $150k
...stage, the process is as follows: A conversation with the hiring managerA practical case exerciseA final conversation with our group's Senior Leader.Once all interviews are complete, the manager will be in touch with a final decision.Perks & BenefitsMedical, dental, vision...Permanent employmentFull timeWork at officeLocal areaRemote workWork from home3 days per week- ...the autonomy to reach your goals. EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. We are... ...hedge fund K-1 treatment, as well as a working understanding of trusts, estates, gifts, and charitable entities. Directly engage with...SeniorFull timeTemporary workPrivate practiceWork at officeLocal area
- ...portfolio reporting and CRM systems. Requirements Experience: 3 to 7 years in investment operations at an RIA, multi-family office, wealth management firm, fund administrator, or major accounting firm. You understand how money moves, what a capital call notice looks...Work at office
The Juris Agency
Princeton, NJ1 day ago $110k - $190k
Senior Data Management Professional - Data Quality - Commodities Location Princeton Business Area Data Ref # 10053765... ...practices, and influence technical direction across the team.We’ll trust you to:Design, implement, and continuously enhance data quality...SeniorTemporary workFor contractorsWork experience placement- ...Job Description Senior BI + AI + Pharma Consultant Location: Hybrid at Plainsboro, NJ Min 4 days onsite per week.... ...automation, forecasting, and business insights. Act as a trusted advisor to clients for analytics transformation and AI-driven reporting...Senior
Argyllinfotech
Plainsboro, NJ4 days ago $113.3k - $226.7k
...nutritionals and branded generic medicines. Our 115,000 colleagues serve people in more than 160 countries.JOB DESCRIPTION:Job Title: Senior Principal Electrical EngineerWorking at AbbottAt Abbott, you can do work that matters, grow, and learn, care for yourself and your...SeniorWorldwideShift work$130.2k - $185.2k
...Have the Power to Win.Job SummaryChurch & Dwight is seeking a Senior Manager, Consumer Experience to join our team. The role... ...support business growth and product differentiation.Serve as a trusted advisor and subject matter expert on consumer research strategy, methodology...SeniorFull timeRemote workMonday to Friday- DescriptionSAIC is seeking a Senior Windows Administrator to join our program as a general technologist to support our NOAA GFDLprogram... ...multipleenvironments;US Citizen with the ability to obtain and maintain a Public Trust clearance.Desired Qualifications:Bachelors Degree in a STEM...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth and Trust Advisor. Be the first to apply!
Related searches
- finance associate Princeton, NJ
- financial counselor Princeton, NJ
- associate corporate finance Princeton, NJ
- financial consultant Princeton, NJ
- estate planning consultant Princeton, NJ
- financial planning assistant Princeton, NJ
- financial planner Princeton, NJ
- financial advisor associate Princeton, NJ
- financial associate Princeton, NJ
- financial advisor Princeton, NJ