Senior Wealth Advisor & Relationship Leader

Wilmington Trust; Portsmouth (NH); On-site; USD 135,000 - 225,000; Full time

Job summary

Wilmington Trust, Portsmouth, NH, seeks a Wealth Advisor to serve as the primary relationship manager for high-net-worth and ultra-high-net-worth individuals, families, and business owners, coordinating a team of specialists to deliver tailored wealth management solutions.

You will develop new client relationships, deepen existing ones, and lead the delivery of planning, investment, fiduciary, banking, and credit strategies, ensuring a seamless, personalized client experience across the bank.

Qualifications

• Bachelor’s degree and a minimum of 7 years’ sales experience in the financial services industry.
• 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 advisor and central point of contact for clients, coordinating comprehensive wealth solutions.
• Bracketed team leadership: Client Managers, Investment Advisors, Trust Officers, Credit partners, and other experts.
• Develop deep understanding of clients' financials, goals, and family dynamics to craft customized wealth strategies.
• Partner with Community Bank leaders and branch teams to identify referrals and opportunities.
• Lead client relationship strategy discussions and coordinate ongoing reviews.

Skills

Relationship management

Sales experience

Client relationships

Wealth management

Education

Bachelor’s degree

CFP designation

CTFA designation

CPA designation

MBA

JD

Securities licensing

Job description

Wilmington Trust, Portsmouth, NH, seeks a Wealth Advisor to serve as the primary relationship manager for high-net-worth and ultra-high-net-worth individuals, families, and business owners, coordinating a team of specialists to deliver tailored wealth management solutions.

You will develop new client relationships, deepen existing ones, and lead the delivery of planning, investment, fiduciary, banking, and credit strategies, ensuring a seamless, personalized client experience across the bank.