Senior Wealth Advisor: Growth & Client Strategy Leader

Wilmington Trust; Los Angeles (CA); On-site; USD 162,100 - 270,100; Full time

Job summary

Wilmington Trust is seeking a Wealth Advisor in Los Angeles, California. This role involves leading a client relationship team to develop solutions for clients while managing a book of business. The ideal candidate will have at least 9 years of sales experience in financial services and strong knowledge of wealth management strategies.

The compensation for this position ranges from $162,100.00 to $270,100.00 annually, commensurate with experience. The role supports a culture of belonging within M&T Bank.

Qualifications

• Minimum of 9 years’ sales experience in financial services.
• 5 years’ sales experience in high net worth client segment.
• Proven track record of implementing wealth management strategies.

Responsibilities

• Lead client relationship team and manage client resources.
• Develop sales strategies to grow client base.
• Coordinate team activities and recommend wealth solutions.
• Manage prospect pipeline and ensure sales goals are met.

Skills

Sales experience

Financial planning

Wealth management strategies

Education

Bachelor's degree

Securities licensing

CFP, CTFA, CPA designations

MBA or JD

Job description

Wilmington Trust is seeking a Wealth Advisor in Los Angeles, California. This role involves leading a client relationship team to develop solutions for clients while managing a book of business. The ideal candidate will have at least 9 years of sales experience in financial services and strong knowledge of wealth management strategies.

The compensation for this position ranges from $162,100.00 to $270,100.00 annually, commensurate with experience. The role supports a culture of belonging within M&T Bank.