Senior Wealth and Trust Advisor
$133.73k - $219.7kFull-time
WSFS Bank
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 us.fitly.work. 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 us.fitly.work. 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 3 days ago
Similar jobs that could be interesting for youBased on the Senior Wealth and Trust Advisor in Princeton, NJ vacancy
- ...being pressured to “sell” products? At Novi Wealth Partners , we believe in delivering life... .... We are seeking an Associate Wealth Advisor with a strong foundation in financial... ...culture : We don’t sell products. We deliver trusted advice. ~ Collaborative team : Work...SeniorFlexible hours
Novi Wealth Partners
Princeton, NJ3 days ago - ...JPMorgan Chase in West Windsor, NJ is seeking a Private Client Advisor in Chase Wealth Management. You will provide comprehensive financial... ...tailored investment advice to individuals and families, building trust and delivering an exceptional investor experience. The role...Suggested
JPMorgan Chase Bank, N.A.
West Windsor, NJ1 day ago $80k - $140k
...experience. As the Client Manager focused on Wealth Management clients, you will be... ...services while working closely with client senior leaders to ensure strategic alignment and... ...within Charles River; and serving as a trusted advisor and direct point of contact for the client...SuggestedFull timeTemporary workFlexible hours$123.2k - $228.8k
...to the company’s success. As a Fiduciary Advisor within PNC's Private Bank organization, you... ...in-depth understanding of how types of trusts operate individually and together to or for... ...analysis and recommendations for senior management or committee review. Serves as...SeniorFull timeTemporary workPart timeWork experience placementWork at office$80k - $95k
..., USA Waltham, MA, USA Providence, RI, USA Melville, NY, USA Fairfax, VA, USA Philadelphia, PA - 1700 Market Street R260300757 Wealth Advisor Supported with a robust array of resources and solutions, The Wealth Advisor is part of a team who partners with clients to identify...SuggestedWork experience placementWork at officeTeachers Insurance and Annuity Association of America
Princeton, NJ2 days ago- ...PNC Wealth Management is seeking a Wealth strategist based in Phoenix, AZ. You will develop, consult on and implement tax, estate and financial planning for clients, with guidance from senior team members. Responsibilities include growing assets under management, meeting...
Fairygodboss
Princeton, NJ1 day ago $75k
...all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Financial Advisor within PNC Wealth Management, you will be based in West Windsor, NJ. Financial Advisors are based within a bank branch and work within a...Full timeTemporary workPart timeWork experience placementWork at officePNC
West Windsor, NJ1 day ago$100k - $130k
...Transformative Power of Withum Plus You - that’s the Power in the Plus!Job Description:We are currently accepting applications for a Senior Consultant in Transaction Advisory specifically focusing on financial due diligence. As a Senior Consultant you will be a vital...SeniorFull timeWork experience placementWork at officeLocal area$105.4k - $207.8k
...partners, manage risk, and unlock new levels of financial and operational excellence. Recruiting for this role ends on 09/30/2026. As a Senior Consultant and ServiceNow Platform Lead within our Finance Transformation Tech Enablement team, you will protect and advance the...SeniorLocal areaVisa sponsorship$102.8k - $188.4k
...specialists to help our clients understand, analyze, and respond to various business opportunities and challenges.Work you’ll doAs a Senior Consultant on the Valuation & Modeling Consumer team, you will be responsible for:Performing financial reporting valuations for...SeniorLocal area$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$61k - $119k
...Financial Advisor Opportunity At Northwestern MutualBecoming a financial advisor at Northwestern... ...· Investment & Advisory Services · Trust Services · Retirement Solutions · Business... ...FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory...Full timeContract workFor contractorsWork at officeNorthwestern Mutual Life Insurance Company
Princeton, NJ1 day ago$123.2k - $228.8k
...PNC is looking for a fiduciary advisor based in Princeton, NJ. This role involves administering complex fiduciary accounts, ensuring compliance, and enhancing client relationships. Candidates should hold at least a bachelor’s degree and possess over 8 years of relevant...Dormont Manufacturing Company
Princeton, NJ5 days ago$150k - $200k
...Makes This Role DifferentFirmwide technical influence: Serve as a trusted technical expert supporting clients and project teams across... ...engagement: Ability to collaborate with and mentor junior and senior staff in water quality and water treatment processes and regulations...Work at officeWork from home2 days per week$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- ...financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management. Job responsibilities Support Advisors book...
- Johnson & Johnson is seeking an Associate Director, Cross TA Clinical Risk Management to join the R&D Quality CRM team. The role involves coordinating risk identification, assessment, and mitigation to ensure data integrity and patient safety across trials and programs....Senior
$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$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients... ...Protection • Education Funding • Investment & Advisory Services • Trust Services • Retirement Solutions • Business Needs Analysis...Work at officeUnavailable
Princeton, NJ2 days ago- ...This is your opportunity to join AXIS Capital - a trusted global provider of specialty lines insurance and reinsurance. We stand apart... ...delivering consistent, accurate and decision-ready reporting for senior claims leadership, and key stakeholders (including, but not...Work at officeImmediate start3 days per week
AXIS Capital
Princeton, NJ3 days ago - ...Signoff authority on Business Blueprint and SDLC documents• DRI for any product related issues manifested in country RAID log• Be a trusted partner (consult role) to other workstreams in the program – PM, Service Delivery, Process, Compliance, Automation, Data Governance...SeniorLocal area
Software Technology Inc
Princeton, NJ54 minutes ago - ...annual Strength in Belonging Summit, as well as our Local Black Advisor Resource Group (The BAG). We also believe in making a meaningful... ...communication skills, analytical thinking, and the ability to build trust and rapport with clients. Licenses: Obtain necessary licenses...Work at officeLocal areaVisa sponsorshipFlexible hours
Northwestern Mutual - Princeton
Princeton, NJ7 days ago - ...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, NJ3 days ago - ...offered through Merrill Lynch Life Agency Inc., a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation. Trust, fiduciary and investment management services are provided by Bank of America, N.A., Member FDIC and wholly owned subsidiary of Bank...Work at officeFlexible hoursShift workWeekend workDay shift
Bank of America
Plainsboro, NJ5 days ago $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$15.92 - $17.5 per hour
...these principles drive our success. Position Purpose Do you consider yourself a chocolate enthusiast? As a Chocolate Advisor at Lindt USA, you will be joining a team that truly believes in you and your abilities to create a positive and engaging in-store experience...Local areaNight shiftWeekend workLindt and Sprungli
Princeton, NJ1 day 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- ...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$45k - $100k
...Financial Advisor Position at Edward Jones Join 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 hours
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
- financial advisor development program Princeton, NJ
- jde finance consultant Princeton, NJ
- estate planning consultant Princeton, NJ
- associate corporate finance Princeton, NJ
- wealth advisor Princeton, NJ
- financial planning associate Princeton, NJ
- financial consultant Princeton, NJ
- financial planner Princeton, NJ
- financial counselor Princeton, NJ
- finance associate Princeton, NJ