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Senior Trust & Estate Advisor

The First National Bank and Trust Company of Newtown, Newtown, PA, United States


A regional financial institution in Pennsylvania is seeking a Trust Advisor to manage a portfolio of personal trusts and estates. The ideal candidate will have a Bachelor's degree in Economics, Finance, or Business Administration and at least five years of experience in wealth management. Key responsibilities include ensuring compliance with fiduciary standards, conducting client reviews, and building long-term client relationships. This role offers excellent benefits including a company-paid pension and significant opportunities for professional growth. #J-18808-Ljbffr