Senior Wealth Advisor

Wilmington Trust; Portland (ME); On-site; USD 120,000 - 190,000; Full time

Job summary

Wilmington Trust, part of the M&T Bank family, seeks a Wealth Advisor to serve high-net-worth clients, acting as quarterback of the wealth relationship and coordinating a team of specialists to deliver integrated planning, investment, trust and banking solutions.

The role focuses on developing new client relationships, deepening existing ones, and partnering with Wealth Management and the Community Bank to ensure a seamless client experience.

Qualifications

• Bachelor's degree plus 7+ years sales in financial services, or 11 years combined education/experience.
• Minimum 3 years sales experience in high-net-worth client segment.
• MBA or JD preferred.

Responsibilities

• Serve as lead advisor and central contact, coordinating wealth management solutions.
• Act as quarterback of client relationships, leading a team of specialists.
• Develop deep understanding of clients' finances, goals, and priorities.
• Partner with Community Bank leaders and Relationship Managers to identify referrals.
• Lead strategy discussions and coordinate reviews to align with client needs.
• Grow and retain affluent client relationships through proactive development.
• Leverage M&T Bank and Wilmington Trust capabilities to deliver integrated solutions.
• Maintain a disciplined pipeline and client activity for long-term revenue.
• Collaborate across Wealth Management, Commercial Banking, Private Banking, and Retail Banking.

Skills

Relationship management

Sales experience

Financial services knowledge

Team leadership

Regulatory compliance

Education

Bachelor's degree

MBA

JD

Job description

Wilmington Trust, part of the M&T Bank family, provides comprehensive wealth management and institutional retirement services through an integrated and client-focused approach. The firm is known for building long-term relationships, delivering innovative advice for complex financial situations, and helping families and businesses thrive over generations. Its wealth management capabilities are broad, yet its service remains personal, attentive, and grounded in professional expertise. Wilmington Trust also offers retirement advisory services, including 401(k) investment vehicles and custody solutions, supported by its corporate trustee and investment management experience. M&T Bank Corporation is committed to equal employment opportunity and maintains policies that support a diverse, inclusive, and drug-free workplace.

Role Description

At Wilmington Trust, the Wealth Advisor serves as the primary relationship manager and trusted advisor for high-net-worth and ultra-high-net worth individuals, families, and business owners, helping clients navigate complex financial decisions and achieve their long-term goals. Acting as the quarterback of the entire wealth relationship, the Wealth Advisor brings together a team of specialists to deliver a coordinated and comprehensive wealth management experience tailored to each client's unique needs.

This role is responsible for developing new client relationships, deepening existing relationships, and leading the delivery of customized planning, investment, trust, fiduciary, banking, and credit solutions. The Wealth Advisor is a highly visible business partner who collaborates closely with colleagues across Wealth Management and the Community Bank to identify opportunities, enhance client relationships, and ensure a seamless client experience.

Key Responsibilities

• Serve as the lead advisor and central point of contact for clients, coordinating the delivery of comprehensive wealth management solutions.
• Act as the "quarterback" of the client relationship by bringing together and leading a team of specialists, including Client Managers, Investment Advisors, Trust Officers, Credit partners, and other subject matter experts.
• Develop a deep understanding of each client's financial circumstances, goals, family dynamics, and priorities to create customized wealth strategies.
• Partner closely with Community Bank leaders, Relationship Managers, and branch teams to identify referrals, uncover opportunities, and provide wealth management expertise to clients and prospects.
• Lead client relationship strategy discussions and coordinate ongoing service and planning reviews to ensure solutions remain aligned with clients' evolving needs and objectives.
• Build, grow, and retain a portfolio of affluent and high-net-worth client relationships through proactive business development, center-of-influence networking, and internal referral partnerships.
• Leverage the full capabilities of M&T Bank and Wilmington Trust to deliver integrated banking, lending, investment, fiduciary, and planning solutions.
• Maintain a disciplined business development process, managing prospect pipelines and relationship activities to support long-term revenue growth.
• Foster strong collaboration across Wealth Management, Commercial Banking, Private Banking, and Retail Banking teams to enhance the overall client experience.
• Ensure all activities are conducted in compliance with regulatory requirements, bank policies, and risk management standards.
• Responsible for meeting and maintaining registration requirements under the Federal SAFE Act.

The Wealth Advisor plays a critical role in driving growth across the Wealth Advisory business while strengthening relationships throughout the bank. Success in this role is achieved not only through new business development and revenue generation, but also through the ability to build trusted relationships, coordinate internal resources, and deliver a highly personalized client experience that reflects the full value of the M&T and Wilmington Trust franchise.

Bachelor's degree and a minimum of 7 years' sales experience in the financial services industry; or, in lieu of a degree, a combined minimum of 11 years’ higher education and/or work experience.

Minimum of 3 years’ sales experience in the high-net-worth and ultra-high-net-worth client segment.

Proven track record of implementing wealth management strategies.

MBA (Master’s degree in Business Administration) or JD (Juris Doctor)