Experienced Wealth Management Consultant
1 week ago
Wealth Management Consultant Overview:
In the role of Wealth Management Consultant at Wilmington Trust, you will take charge of attracting new clientele, nurturing and expanding current relationships, and crafting thorough wealth management solutions.
Key Responsibilities:
- Oversee the client relationship team to ensure access to a wide array of resources and solutions
- Formulate sales strategies aimed at increasing the client portfolio
- Facilitate communication and collaboration within the team
- Monitor pipeline and activities to achieve sales objectives
- Evaluate client relationships to confirm that objectives are met
- Uphold compliance and manage operational risk controls
Scope of Duties:
As a Wealth Management Consultant, you will be responsible for orchestrating the relationship team and enhancing client retention while concentrating on revenue enhancement.
Required Qualifications:
A Bachelor's degree coupled with 9 years of sales experience in the financial services sector, or equivalent professional experience
A demonstrated history of executing wealth management strategies
Preferred Qualifications:
Possession of securities licensing, CFP, CTFA, or CPA credentials
An MBA or JD is advantageous
Compensation Range:
$143,000 - $239,791.52 Annual (USD)
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