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