Senior Wealth Advisor
| Company | Wilmington Trust |
|---|---|
| Location | Long Island, New York, USA |
| Salary | $159570.18 – $265950.31 |
| Type | Full-Time |
| Degrees | Bachelor’s, MBA, JD |
| Experience Level | Expert or higher |
Requirements
- Bachelor’s degree and a minimum of 9 years’ sales experience in the financial services industry
- 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
Responsibilities
- Leads the client relationship team and has overall responsibility for assuring the client has access to all resources and solutions of the firm
- Responsible for leading the development of sales strategies to grow client base
- Coordinates team communication and activities
- Responsible for managing pipeline and activities to assure appropriate number of prospect opportunities are in pipeline and moving through sales cycle to meet sales goal
- Leads client relationship review discussion with committee
- Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies
- Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable
- Complete other related duties as assigned
Preferred Qualifications
- Securities licensing, CFP, CTFA, CPA designation
- MBA (Master’s degree in Business Administration) or JD (Juris Doctor)