Job Details

Trusts and Estates Attorney in Buffalo, NY

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Company name

Wilmington Trust Corporation

Organization Type

In-House

Job Type

Attorney

Practice Area

Trusts and Estates

Years of Experience

Min 7 yrs required

Location

USA Buffalo, NY

Date Last Verified

Jul 25,2018

Posted on

Jun 11,2018


49 hits

Profile

Senior Private Client Advisor Responsibilities: Focus is new sales revenue through client acquisition and expansion of existing clients. Actively monitors client's financial situation and proactively engages clients in consideration of changes or additions to their financial strategies. Promotes and sells the full array of financial services distributed by the company to current and new clients. Actively cultivates and maintains relationships with sources of new business. Working through the Relationship Manager, assess client's current financial situation and goals and objectives through the financial planning process. Prioritize short term and long term needs of the client. Recommend ideas, suggestions and alternatives utilizing a team of specialists. Implement and deliver specific solutions. Will have a direct impact on revenue and the growth of the Wealth Advisory business and fee income of the Bank.

Qualification and Experience

Qualifications: Bachelor's Degree, or in lieu of degree, 10 years' relevant sales/professional work experience. JD, CFP, MBA, CFA or similar designations preferred. 7+ years' sales experience in the financial services industry. A proven track record of implementation of wealth management strategies. Knowledge of various individual and institutional wealth advisory solutions including: Wealth Solutions: discretionary investment management, trust and estate planning, financial and wealth planning. Brokerage Solutions: mutual funds, UIT's, variable and fixed annuities, individual stocks and bonds and other related brokerage solutions. Insurance Solutions: permanent (variable life, universal life, and whole life) and term insurance, long term care, disability and wealth transfer. FINRA Series 6 or 7 and 66 State Life and Health licenses. General computer knowledge. Strong inter-personal, verbal and written skills. Excellent listening and problem-solving skills. Strong presentation, planning and follow-up skills. Effective team player. Ability to build internal and external referral networks. Proven sales success.

Additional info

Ref-3DINU

Company info

Hiring Coordinator
Wilmington Trust Corporation
1100 North Market Street
1100 N. Market St.
Wilmington, DE 19890