Job Details

Senior Private Client Advisor

Company name

Wilmington Trust Corporation

Organization Type

In-House

Job Type

Attorney

Date Last Verified

Jul 18,2019

Valid Through

Oct 31,2019

Posted on

Dec 25,2018

Years of Experience

Min 7 yrs required

Location

Villanova, PA, United States

Employment Type

Full-time

Industry

Legal
Practice Area
Trusts and Estates >> Trusts and Estates
  Employer Sponsored Job (Free to apply to)
 
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Profile

Senior Private Client Advisor
The candidate 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 including to: investment management, trust, credit, planning, insurance, and banking services. Serves as mentor for a small group of private client advisors and exercises general guidance in the relationship planning process for his/her relationships . Recommend ideas, suggestions and alternative Wealth solutions by utilizing a team of specialists if applicable. Implement and deliver specific solutions. Working through the Relationship Manager, assess client's current financial situation and goals and objectives through the financial planning process. Promote an environment that supports diversity and reflects the Bank brand. Maintain internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
Complete other related duties as assigned.

Qualification and Experience

The candidate should have Bachelor's Degree, or in lieu of degree, 10 years' relevant sales/professional work experience. Must have 7 years' sales experience in the financial services industry. A proven track record of implementation of wealth management strategies is required. FINRA Series 6 or 7 and 66 - State Life and Health licenses is needed. MBA or JD preferred. JD, CFP, MBA, CFA or similar designations preferred.

Company info

Hiring Coordinator
Wilmington Trust Corporation
797 Lancaster Ave
Villanova, PA 19085

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