Senior Wealth Advisor

Wilmington TrustHauppauge, NY, United States

2 days ago

Job type

Full-time

Job description

Business Owner Advocate and Task Commander; Obsessed with enhancing lives and transforming the client experience.

Wilmington Trust has a long-standing reputation for building lasting relationships by providing innovative advice for complex financial situations. As part of the M&T Bank family, one of the most reliable and successful bank holding companies in the U.S. financial services industry, Wilmington Trust combines wide-ranging capabilities with a personalized approach. The firm offers a broad suite of wealth management and institutional retirement services to meet the diverse financial needs of individuals, families, and businesses. Wilmington Trust is committed to fostering an inclusive, equal‑opportunity work environment and maintaining a drug‑free workplace.

Role Description

This is a full‑time, on‑site role located in Hauppauge, NY, for a Senior Wealth Advisor. The Senior Wealth Advisor will be responsible for :

Developing and maintaining strong client relationships by providing personalized and comprehensive financial and wealth management solutions.
Conducting financial planning, creating retirement plans, strategizing investment opportunities, and delivering tailored wealth management recommendations.
Collaborating with internal teams to ensure optimal client satisfaction and ongoing portfolio management.

Qualifications

Expertise in Financial Planning and Retirement Planning to help clients achieve their financial goals

Strong knowledge of Investments and Finance to guide sound and profitable financial decisions

Proven experience providing Wealth Management Services to high‑net‑worth individuals, families, and businesses

Excellent interpersonal, communication, and relationship‑building skills

Ability to analyze complex financial data and develop actionable strategies

A Bachelor's degree in Finance, Business Administration, Economics, or a closely related field; CFP certification is preferred

Competence in compliance with financial regulations and a commitment to ethical standards

Proficiency in financial software and relationship management tools

Seniority Level

Mid‑Senior level

Employment Type

Full‑time

Job Function

Finance and Sales

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Senior Wealth Advisor • Hauppauge, NY, United States