Wilmington Trust has built deep and lasting relationships by putting clients first and providing innovative advice for complex situations. Part of the M&T Bank family, a financially sound and successful bank holding company in the U.S., we offer a vast array of integrated wealth management services delivered through a personal, attentive, and trustworthy approach. Our comprehensive services include institutional retirement services and a collective investment trust portfolio program. Wilmington Trust is committed to equal employment opportunities and maintaining a 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 be responsible for providing comprehensive financial planning and retirement planning services, managing investments, and delivering wealth management services to clients. The role involves developing and maintaining client relationships, creating strategy recommendations, and ensuring that clients\' financial goals are met through tailored solutions.
Qualifications
- Financial Planning and Retirement Planning skills
- Experience in Investments and Wealth Management Services
- Strong Finance background
- Excellent client relationship management and communication skills
- Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) designation is a plus
- Bachelor\'s degree in Finance, Economics, Business, or related field
- Proven track record in wealth management or financial advisory roles
Seniority level
- Mid-Senior level
Employment type
- Full-time
Job function
- Finance and Sales