4 client advisor jobs found in Wilmington

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 Associate Financial Advisor partners with Advisors and Senior Advisors in delivering financial planning and investment solutions to mass affluent clients. This role focuses on client discovery, needs-based recommendations, and deepening relationships through referrals generated within the branches. This role is designed for an individual that is developing advisory skills, client relationship management, and technical knowledge with the goal of progressing to a Financial Advisor role. This individual will be working with mass affluent clients with assets of under $2 million. In addition, the incumbent will lead to...

Job Description At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally headquartered bank and wealth management company. We are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and Communities we serve. We Stand For Service® is more than part of our name, it’s our mission and our purpose. The Compliance Officer serves as a second line of defense oversight leader responsible for providing independent governance, effective challenge, and compliance risk advisory across Wealth Division products, services, and client-facing activities. This role ensures that first line Wealth business units have appropriately identified,...

Job Description At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally headquartered bank and wealth management company. We are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and Communities we serve. We Stand For Service® is more than part of our name, it’s our mission and our purpose. The Commercial Loan Documentation Specialist is an integral member of the customer engagement team, whose role is to represent the interests of the bank in each transaction within the assigned portfolio. The incumbent will pursue and obtain information relating to each transaction and identify and advise the other team members on risks...

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 Wealth Director will lead an advice driven cross functional group of Wealth professionals aligned to support new and existing clients.  The Director is responsible for the overall performance of the team with ultimate accountability for Sales, Client Experience and People Development for the Team. Job Responsibilities: Provides key leadership to an integrated group of Wealth Professionals (Wealth Advisors, Portfolio Manager, Relationship Managers, et al), which includes training, skill development, work allocation, problem resolution, performance evaluation and management and hiring recommendations. Manages overall...