Wealth Management Advisor
📋 Role Overview & Responsibilities
Company Description Wilmington Trust has a long-standing reputation for building deep and lasting relationships, putting clients first, and providing innovative advice for complex situations. Backed by the experience of our professionals and a forward-looking mindset, we have helped generations of families and businesses thrive. As part of the M&T Bank family, one of the most financially sound and successful bank holding companies in the U.S. financial services industry, we offer a wide range of wealth management services that are personalized, attentive, and trustworthy.
Role Description This is a full-time role for a Wealth Management Advisor located in Hauppauge, NY. As a Wealth Management Advisor, you will be responsible for providing comprehensive financial planning, retirement planning, and investment advice to clients. Your day-to-day tasks will include analyzing financial situations, developing customized financial plans, recommending investment strategies, and monitoring portfolio performance. This is an on-site role where you will work closely with clients to understand their specific financial goals and provide tailored solutions to meet their needs.
Qualifications Financial Planning, Retirement Planning, and Investments skillsStrong knowledge of finance and wealth management servicesExcellent analytical and problem-solving abilitiesExceptional interpersonal and communication skillsAbility to build and maintain trust-based relationshipsRelevant certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) are beneficial
Frequently Asked Questions
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This position is located in Hauppauge, NY with potential relocation and sponsorship assistance depending on candidate qualifications.
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