What are the responsibilities and job description for the Senior Wealth Advisor position at Wilmington Trust?
Company Description
Wilmington Trust has built a reputation for fostering long-term relationships and delivering personalized solutions to address complex financial needs. As part of the M&T Bank family, one of the most stable and successful U.S. financial institutions, we combine vast resources with a client-focused approach to offer innovative wealth management and retirement services. Our comprehensive solutions encompass financial planning, investment management, fiduciary services, and more, designed to meet the evolving needs of individuals, families, and businesses. Wilmington Trust is committed to diversity and providing equal employment opportunities to all, fostering an inclusive and drug-free workplace.
Role Description
This is a full-time, on-site role for a Senior Wealth Advisor located in Hauppauge, NY. The Senior Wealth Advisor will collaborate directly with clients to develop tailored wealth management strategies, including financial planning, retirement planning, and investment strategies. The role involves building and maintaining strong client relationships, analyzing financial goals, identifying opportunities to enhance financial well-being, and delivering exceptional service with a focus on achieving client success. The advisor will also work closely with internal teams and external partners to ensure the seamless delivery of services and solutions.
Qualifications
- Expertise in Financial Planning and Retirement Planning, with the ability to develop personalized strategies
- Strong knowledge and experience in Investments and Finance
- Experience providing comprehensive Wealth Management Services
- Exceptional communication and relationship management skills to build trust and collaborate effectively with clients and teams
- Relevant licensure such as CFP, CFA, or equivalent certifications preferred
- Proven ability to analyze financial data and develop tailored recommendations
- Strong understanding of market trends and regulatory compliance in the financial industry
- Bachelor’s degree in Finance, Business, or a related field is preferred