Senior Wealth Investment Advisor Wilmington Trust
Overview
Lead comprehensive investment management for Wealth Advisory Services clients delivering integrated wealth solutions aligned with client goals. Guide clients through needs-based consultations managing complex fiduciary relationships while communicating Wilmington Trust's investment process. Maintain regulatory compliance and drive revenue through expert advice and relationship development.
What You'll Do11
- 1Maintain current knowledge of financial markets and Wilmington Trust processes
- 2Articulate economic and product information to clients and prospects
- 3Develop and update Individual Policy Statements annually
- 4Implement investment strategies across client portfolios
- 5Manage accounts adhering to legal and regulatory standards
- 6Participate in training and industry events
- 7Complete Regulation 9 account reviews and corrective actions
- 8Identify growth opportunities with existing clients
- 9Provide client education on regulatory and tax changes
- 10Collaborate with bank leadership and cross-functional teams
- 11Mentor colleagues and support team development
Requirements10
- 1Bachelor’s degree with 7+ years investment experience or equivalent combination
- 2Proficiency in Python AWS React Kubernetes
- 3CPC Card BCBA AWS Certified
- 45+ years building ETL pipelines with Spark Airflow
- 5Minimum 3-5 years wealth management experience
- 6Strong analytical and communication skills
- 7Experience with high net worth clients
- 8Familiarity with federal and state regulations
- 9MBA preferred along with CFA or CFP certification
- 10Excellent client relationship management abilities
Salary Insight
$170 - $284k per year
Location
Required Skills
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