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Wilmington Trust · 1 day ago

Senior Wealth Advisor

New York, NY

Full-time

Onsite

Senior Level, Lead/Staff

$170K/yr - $284K/yr

9+ years exp

Wilmington Trust is a financial services company that focuses on wealth management. They are seeking a Senior Wealth Advisor who will be accountable for acquiring new clients and managing existing relationships to achieve revenue growth while adhering to ethical standards.

Financial ServicesWealth Management

Hiring Manager

Meredith Toman PHR

Responsibilities

Leads the client relationship team and has overall responsibility for assuring the client has access to all resources and solutions of the firm. Work closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's current financial situation, goals and objectives to determine solutions through the financial planning process. Prioritize short term and long term needs of the client based on the analysis

Responsible for leading the development of sales strategies to grow client base. Promote and sell the full array of financial services distributed by the Company to current and new clients

Coordinates team communication and activities. Recommend ideas, suggestions and alternative wealth solutions by utilizing a team of specialists as applicable

Responsible for managing pipeline and activities to assure appropriate number of prospect opportunities are in pipeline and moving through sales cycle to meet sales goal. Implement and deliver specific solutions

Leads client relationship review discussion with committee. Manage and review the relationship on an ongoing basis to ensure client goals and objectives are achieved

Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies

Promote an environment that supports belonging and reflects the M&T Bank brand

Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable

Responsible for meeting and maintaining registration requirements under the Federal SAFE Act

Complete other related duties as assigned

Qualification

Wealth management strategiesSales experienceClient relationship managementSecurities licensingCFP certificationCTFA certificationCPA designationMBAJD

Required

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