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 Financial Advisor is responsible for maintaining ongoing relationships with endowment, foundation and charitable clients and managing the delivery of wealth management services to those clients. With their specialized knowledge of the needs of endowment and foundation clients, the Financial Advisor will connect clients to resources that help build long-term financial sustainability; they will also look for opportunities to enhance and grow the existing relationship with the bank. The Financial Advisor will oversee RFP processes, ensuring all responses to RFPs represent the best of BMT's offering tailored to the needs of the prospect. Lastly, the Financial Advisor will actively build and maintain a broad network in the nonprofit and charitable arena, attending events and screening prospective client opportunities.
Job Responsibilities:
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