Senior Wealth Manager
4 days ago
We are seeking a highly skilled and experienced Wealth Advisor to join our team at Wilmington Trust. As a Wealth Advisor, you will be responsible for providing comprehensive wealth management services to high net worth individuals, families, and businesses.
Key Responsibilities- Develop and implement customized wealth management strategies for clients, including investment, tax, and estate planning.
- Build and maintain strong relationships with clients, understanding their financial goals and objectives, and providing tailored solutions to meet their needs.
- Collaborate with internal teams, including investment advisors, fiduciary advisors, and private bankers, to deliver comprehensive wealth management services.
- Stay up-to-date on market trends, economic conditions, and regulatory changes, and apply this knowledge to provide expert advice to clients.
- Manage client relationships, including regular reviews and updates, to ensure clients' goals and objectives are met.
- Adhere to regulatory requirements and industry standards, ensuring compliance with all relevant laws and regulations.
- Bachelor's degree and a minimum of 9 years' sales experience in the financial services industry, or in lieu of a degree, a combined minimum of 13 years' higher education and/or work experience, including a minimum of 5 years' sales experience in the high net worth or ultra high net worth client segment.
- Proven track record of implementing wealth management strategies.
- Securities licensing, CFP, CTFA, CPA designation preferred.
- MBA (Master's degree in Business Administration) or JD (Juris Doctor) preferred.
We offer a competitive salary range of $151,000 to $252,000, depending on experience, and a comprehensive benefits package, including health insurance, retirement plan, and paid time off. We are an equal opportunity employer and welcome applications from diverse candidates.
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Wealth Management Professional
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