Senior Wealth Advisor - Growth & Client Strategy

Wilmington Trust; Naples (FL); On-site; USD 116,000 - 194,000; Full time

Job summary

Wilmington Trust in Naples, FL is seeking an experienced Wealth Advisor Sales Leader responsible for acquiring and retaining high-net-worth clients and expanding a book of business. You will collaborate with Client Managers, Advisors, and Trust Officers to tailor comprehensive wealth strategies.

The role demands a proven track record in wealth management, securities licensing, and senior-level sales experience, with a focus on delivering client-centric financial planning and solutions.

Qualifications

• 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, including a 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.

Responsibilities

• Lead the client relationship team to ensure access to firm resources and solutions.
• Develop sales strategies to grow the client base and promote the full array of financial services.
• Coordinate team communication and deliver alternative wealth solutions with a specialists team.
• Manage pipeline and activities to ensure a healthy number of opportunities in the sales cycle.
• Lead client relationship reviews to ensure goals and objectives are achieved.
• Adhere to compliance/operational risk controls and regulatory standards.
• Promote MT Bank brand and maintain internal controls and audit readiness.
• Meet registration requirements under the Federal SAFE Act.

Skills

Sales leadership

Client relationship management

Wealth management

Strategic planning

Regulatory compliance

Education

Bachelor’s degree

MBA or JD

Securities licensing

CFP designation

CTFA designation

CPA designation

Job description

Wilmington Trust in Naples, FL is seeking an experienced Wealth Advisor Sales Leader responsible for acquiring and retaining high-net-worth clients and expanding a book of business. You will collaborate with Client Managers, Advisors, and Trust Officers to tailor comprehensive wealth strategies.

The role demands a proven track record in wealth management, securities licensing, and senior-level sales experience, with a focus on delivering client-centric financial planning and solutions.