Strategic Wealth Advisor: Growth & Client Leadership

Wilmington Trust

Baltimore (MD)

On-site

USD 154,000 - 256,000

Full time

14 days+

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Job summary

Wilmington Trust in Baltimore, MD seeks a Wealth Advisor to drive revenue growth through acquiring new clients and expanding existing relationships. You will lead a client-relationship team, coordinate with investment and trust professionals, and manage a robust pipeline while delivering comprehensive wealth management strategies for high-net-worth individuals and families.

The role requires a bachelor’s degree plus at least 9 years of sales experience in financial services or 13 years total

Qualifications

Bachelor’s degree and a minimum of 9 years’ sales experience in the financial services industry, or in lieu of a degree, a combined minimum of 13 years’ higher education and/or work experience, including a minimum of 5 years’ sales experience in the high net worth or ultra 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.
Develop sales strategies to grow the client base and promote financial services.
Coordinate team communication and recommend wealth solutions.
Manage pipeline and activities to meet sales goals.
Lead client relationship reviews to ensure attainment of goals.
Adhere to compliance and risk controls; uphold fiduciary standards.