Wealth Management Professional
1 day ago
We are seeking a highly skilled and experienced Wealth Advisor to join our team at Wilmington Trust. As a key member of our wealth management team, you will be responsible for providing comprehensive wealth management solutions to high net worth individuals, families, and businesses.
Key Responsibilities- Develop and implement customized wealth management strategies for clients, including investment, retirement, and estate planning.
- Collaborate with cross-functional teams to deliver exceptional client service and support.
- Manage and grow a book of business, including acquiring new clients and retaining existing relationships.
- Stay up-to-date on industry trends and regulatory changes to ensure compliance and best practices.
- Provide mentorship and guidance to junior team members.
To be successful in this role, you will need:
- A bachelor's degree and a minimum of 9 years' experience in the financial services industry, or a combined minimum of 13 years' higher education and/or work experience.
- Proven track record of implementing wealth management strategies and growing client relationships.
- Securities licensing, CFP, CTFA, or CPA designation.
- Strong communication and interpersonal skills, with the ability to build and maintain relationships with clients and colleagues.
We offer a competitive salary range of $143,000 to $239,791.52 per year, depending on experience and qualifications. We are committed to fair, competitive, and market-informed pay for our employees.
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