1 associate director client partner jobs found in Hershey, PA

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.   Leading with advice and planning, the Senior Investment Advisor is responsible for maintaining ongoing relationships and managing the delivery of investment management services to the clients.  The incumbent will be responsible for working with individuals and institutions to formulate investment plans which are then documented on the Investment Policy Statement (IPS). The Senior Investment Advisor will utilize a broad-based knowledge of complex investments and portfolio management concepts, experience, and bank resources to deliver investment outcomes to meet or exceed client goals and objectives. This position requires...