What are the responsibilities and job description for the Private Wealth Advisor position at The Anderson Search Group?
Wealth Advisor - Wilmington, Delaware
The Anderson Search Group has been engaged by one of the top boutique, high-net worth wealth management firms in the country to identify a Senior Wealth Advisor for the Wilmington, Delaware market. With over 100 years of experience and part of one the 15th largest bank holding companies, this firm has a world class platform to bring the white glove, concierge service and capabilities your high-net worth clients deserve. Client Bank offers a multi-billion dollar portfolio of legacy clients to inherit
The Ideal Candidate Shall Possess:
- 7 years of proven success bringing in new high-net worth households, new assets, and new revenue from their own centers of influence
- Entrepreneurial spirit and drive
- Client is open to business developing wealth planners and wealth strategists wishing to become the quarterback of a high-net worth wealth management relationship
- Client is open to Philadelphia based candidates open to working a hybrid schedule in Wilmington
The Anderson Search Group is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.
Salary : $200,000 - $225,000