Senior Wealth Advisor

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

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