Senior Wealth Advisor: Growth & Client Relationships

Wilmington Trust; Los Angeles (CA); On-site; USD 162,000 - 270,000; Full time

Job summary

Wilmington Trust, in Los Angeles, seeks a seasoned Wealth Advisor to manage a high-net-worth client base and coordinate a cross-functional team of investment professionals. You will drive revenue through new acquisitions and robust relationship management, delivering tailored wealth solutions with integrity.

The role requires a proven sales track record in financial services, relevant licenses or credentials, and a commitment to fiduciary excellence.

Qualifications

• Bachelor’s degree and a minimum of 9 years’ sales experience in the financial services industry.
• Proven track record of implementing wealth management strategies.
• Securities licensing, CFP, CTFA, CPA designation preferred.

Responsibilities

• Leads the client relationship team and ensures clients have access to all resources and solutions.
• Develops sales strategies to grow the client base and promote full financial services offerings.
• Manages pipeline and opportunities to meet sales goals and deliver solutions.
• Leads relationship reviews to ensure client goals are achieved.
• Ensures compliance and adheres to regulatory standards and internal controls.

Skills

Sales leadership

Client relationship management

Wealth management strategies

Education

Bachelor’s degree

MBA

JD

CFP designation

CTFA designation

CPA designation

Job description

Wilmington Trust, in Los Angeles, seeks a seasoned Wealth Advisor to manage a high-net-worth client base and coordinate a cross-functional team of investment professionals. You will drive revenue through new acquisitions and robust relationship management, delivering tailored wealth solutions with integrity.

The role requires a proven sales track record in financial services, relevant licenses or credentials, and a commitment to fiduciary excellence.