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Senior Wealth and Trust Advisor @ Wsfsbank

Princeton, New Jersey, United StatesOnsiteFull TimePosted 38 days ago

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About this role

Senior Wealth and Trust Advisor at Wsfsbank. Location: Princeton, New Jersey, United States. Role: managing relationships, administering trusts, mentoring advisors Requirements: Bachelor's degree required; 10+ years progressive trust department experience; fiduciary, tax and estate planning expertise; strong leadership, communication, and client-service skills; CFP/CFA/CTFA/JD preferred; must be authorized to work in the U.S. without sponsorship. Category: Finance and Accounting Seniority: Senior Level Certifications: cfp, cfa, ctfa, jd Commitment: Full Time Workplace: Onsite Languages: English

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Senior Wealth and Trust Advisor at Wsfsbank | ResuMinder Jobs