Senior Wealth Strategist

2 days ago


Wilmington, Delaware, United States Wilmington Trust Full time
Job Summary

We are seeking a highly skilled and experienced Senior Wealth Advisor to join our team at Wilmington Trust. As a Senior Wealth Advisor, you will be responsible for leading a book of client relationships and coordinating activities of the relationship team to drive growth and retention of our existing clients.

Key Responsibilities
  • Develop and implement comprehensive wealth management strategies for high net worth and ultra high net worth clients.
  • Lead the client relationship team and ensure seamless delivery of solutions to clients.
  • Collaborate with cross-functional teams to assess client needs and develop tailored solutions.
  • Manage and review client relationships to ensure goals and objectives are achieved.
  • Stay up-to-date with industry trends and regulatory requirements to ensure compliance and operational risk management.
Requirements
  • Bachelor's degree and a minimum of 9 years' sales experience in the financial services industry.
  • Proven track record of implementing wealth management strategies and driving revenue growth.
  • Securities licensing, CFP, CTFA, CPA designation preferred.
What We Offer

We offer a competitive salary range of $143,791.52 to $239,791.52 per year, depending on experience. We are committed to fair, competitive, and market-informed pay for our employees.


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