Wilmington Trust
Senior Financial Advisor
Cos Cob, CT · Senior
Sponsorship not specifiedDetected 30 days ago
SalesBusiness Development
About the role
- Registered representatives of LPL using the Wilmington Advisors @ M&T name are employees of M&T Bank.
- LPL and its affiliates are entities separate from, and not affiliates of, M&T Bank.
- M&T Bank is committed to fair, competitive, and market-informed pay for our employees.
Responsibilities
- Manage and grow a sizeable book of high-value client relationships
- Deliver sophisticated investment and insurance strategies aligned to client goals
- Drive new business through referrals, centers of influence, and internal partnerships across the Greenwich market
- Collaborate across the bank to deepen client relationships and uncover opportunities
Requirements
- 7+ years of experience in financial advising, wealth management, or similar
- Proven success managing and growing a large book of business
- Strong consultative approach and ability to serve complex client needs
- Licenses Required:
- Established business development and relationship management skills
Skills
- Established book and referral network to accelerate impact
- Access to a broad suite of investment and planning solutions
- Collaborative, relationship-driven culture
- Opportunity to scale and further deepen a high-value practice
Compensation
- The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.
Benefits
- Education and Experience Required:
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