Senior Wealth Advisor — Growth & Comprehensive Planning

Wilmington Trust; Town of Florida (NY); On-site; USD 139,700 - 232,900; Full time

Job summary

Wilmington Trust is seeking a Wealth Advisor in the Town of Florida, NY to manage client relationships and drive revenue through new acquisitions and retention. Responsibilities include leading client services and collaborating with internal teams to deliver financial solutions.

The ideal candidate has a Bachelor's degree with extensive sales experience in financial services, focusing on high net worth clients. Compensation ranges from $139,700 to $232,900 annually, reflecting skills and experience.

Qualifications

• Bachelor's degree and minimum of 9 years’ sales experience in financial services, or 13 years of higher education/work experience including 5 years of sales experience in high net worth.
• Proven track record of implementing wealth management strategies.

Responsibilities

• Lead the client relationship team ensuring access to all resources.
• Develop sales strategies to grow client base.
• Manage pipeline to meet sales goals.
• Conduct client relationship reviews to achieve client goals.

Job description

Wilmington Trust is seeking a Wealth Advisor in the Town of Florida, NY to manage client relationships and drive revenue through new acquisitions and retention. Responsibilities include leading client services and collaborating with internal teams to deliver financial solutions.

The ideal candidate has a Bachelor's degree with extensive sales experience in financial services, focusing on high net worth clients. Compensation ranges from $139,700 to $232,900 annually, reflecting skills and experience.