Job Details

Private Client Advisor

Company name

Wilmington Trust Corporation

Organization Type

In-House

Job Type

Attorney

Date Last Verified

Aug 10,2018

Posted on

Jul 30,2018

Years of Experience

Min 4 yrs required

Location

Binghamton, NY
Practice Area
Finance >> Finance - Banking
Trusts and Estates >> Trusts and Estates
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Profile

Private Client Advisor The candidate will focus on new sales revenue through client acquisition and expansion of existing clients and have responsibility for consulting and coordinating the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and families. Focus is new sales revenue through client acquisition and expansion of existing clients. 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. Manage and review the relationship on an ongoing basis to ensure that the client's goals and objectives are achieved. Private Client Advisor position will have a direct impact on revenue of MTIG and the growth of the Wealth Advisory business and fee income of the Bank.

Qualification and Experience

The candidate should have Bachelor's Degree, or in lieu of degree, 4 years' relevant sales/professional work experience. Should have 5 years' sales experience in the financial services industry. A proven track record of implementation of wealth management strategies. JD, CFP, MBA or similar designations is preferred. Should have skill in: 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. Should have general computer knowledge.

Additional info

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Company info

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