Wealth Advisor & Relationship Architect

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

Job summary

Wilmington Trust in Portsmouth, NH is seeking a Wealth Advisor to serve as the primary relationship manager for high-net-worth clients, coordinating comprehensive wealth planning, investment, trust, fiduciary, banking, and credit solutions.

You will develop deep client insights, lead a team of specialists, and collaborate with bank leaders to grow and retain affluent relationships while ensuring a seamless, compliant client experience.

Qualifications

• Bachelor's degree and a minimum of 7 years' sales experience in the financial services industry; or, in lieu of a degree, a combined minimum of 11 years’ higher education and/or work experience.
• Minimum of 3 years’ sales experience in the high-net-worth and ultra-high-net-worth client segment.
• Securities licensing, CFP, CTFA, CPA designation
• MBA (Master’s degree in Business Administration) or JD (Juris Doctor)

Responsibilities

• Serve as the lead advisor and central point of contact for clients, coordinating the delivery of comprehensive wealth management solutions.
• Act as the quarterback of the client relationship by bringing together and leading a team of specialists, including Client Managers, Investment Advisors, Trust Officers, Credit partners, and other subject matter experts.
• Develop a deep understanding of each client's financial circumstances, goals, family dynamics, and priorities to create customized wealth strategies.
• Partner closely with Community Bank leaders, Relationship Managers, and branch teams to identify referrals, uncover opportunities, and provide wealth management expertise to clients and prospects.
• Lead client relationship strategy discussions and coordinate ongoing service and planning reviews to ensure solutions remain aligned with clients' evolving needs and objectives.

Skills

Relationship management

Sales experience

Wealth planning

Team leadership

Compliance

Education

Bachelor's degree

MBA

JD

CFP

CTFA

CPA

Job description

Wilmington Trust in Portsmouth, NH is seeking a Wealth Advisor to serve as the primary relationship manager for high-net-worth clients, coordinating comprehensive wealth planning, investment, trust, fiduciary, banking, and credit solutions.

You will develop deep client insights, lead a team of specialists, and collaborate with bank leaders to grow and retain affluent relationships while ensuring a seamless, compliant client experience.