1 jobs found in hershey

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 the ongoing relationships with clients and managing the delivery of wealth management services to the client. The incumbent will utilize broad-based fiduciary knowledge, experience, and bank resources to identify opportunities for relationship enhancement. In addition, the incumbent will manage an account base consisting of large, complex, and sensitive relationships, including administering and obtaining fiduciary standards and BMT’s policies. Job Responsibilities: Responsible for the overall client satisfaction by directing and coordinating the efforts...