Senior Wealth Advisor - High-Net-Worth Growth

Wilmington Trust; Florida; On-site; USD 140,000 - 233,000; Full time

Job summary

Wilmington Trust is seeking a Wealth Advisor in Palm Beach, FL to lead the client relationship team, grow a high-net-worth book, and deliver comprehensive wealth planning solutions. You will coordinate with IAs, FAs, PBs, and WSs to meet revenue goals while maintaining fiduciary standards.

The role requires a strong sales background in financial services and a Bachelor’s degree, with CFP/CTFA/CPA or MBA/JD preferred. Location is Palm Beach, Florida.

Qualifications

• Bachelor’s degree and a minimum of 9 years’ sales experience in the financial services industry.
• If no degree, a combined minimum of 13 years’ higher education and/or work experience with at least 5 years in high net worth client segment.
• Proven track record of implementing wealth management strategies.

Responsibilities

• Lead the client relationship team and ensure access to all resources and solutions.
• Grow the client base by promoting the full array of financial services.
• Coordinate team communication and deliver wealth solutions via specialists.

Skills

Sales experience

Wealth management

Client relationships

Regulatory compliance

Education

Bachelor's degree

MBA

JD

CFP

CTFA

CPA

Job description

Wilmington Trust is seeking a Wealth Advisor in Palm Beach, FL to lead the client relationship team, grow a high-net-worth book, and deliver comprehensive wealth planning solutions. You will coordinate with IAs, FAs, PBs, and WSs to meet revenue goals while maintaining fiduciary standards.

The role requires a strong sales background in financial services and a Bachelor’s degree, with CFP/CTFA/CPA or MBA/JD preferred. Location is Palm Beach, Florida.