Experienced Wealth Management Consultant

1 week ago


Wilmington, Delaware, United States Wilmington Trust Full time

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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