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Farther
Wilmington, DE, United States
Job Description As a Senior Financial Advisor, you are an entrepreneur under the Farther umbrella building a client-first business with modern tools backing you. You have maximum autonomy to grow your client base and serve your clients. You are responsible for identifying prospect needs, communicating how you and Farther can help better manage cl
Job Source: FartherCitizens
Wilmington
Description Citizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. The Citizens PCFA is a b
Job Source: CitizensUnion Park Auto Group
Wilmington, DE, United States
Career Opportunities with Union Park Automotive Group A great place to work. Current job opportunities are posted here as they become available. We are seeking a Buick/GMC pre-owned Client Advisor to join our team. The ideal candidate will be responsible for assisting customers in finding the perfect pre-owned Buick or GMC vehicle to meet their nee
Job Source: Union Park Auto GroupConfidential
Wilmington, DE, United States
Senior Advisor, Federal Policy About the Company Innovative data-driven & design-oriented health insurance platform Industry Insurance Type Privately Held, VC-backed Founded 2013 Employees 501-1000 Funding $200+ million Categories Insurance Health and Wellness Health Care Information Technology Health & Wellness B2B B2C Marketplace Affordable Easy
Job Source: ConfidentialThe Judson Group
West Deptford Township, NJ, United States
Relationship Manager/Associate Advisor | West Deptford, New Jersey Reference Number: MHH7037 Location: West Deptford, New Jersey Judson Group has partnered with a privately held wealth management firm in the search for a Relationship Manager/Associate Advisor . This individual will work closely with the firm’s Senior Advisors on client relation
Job Source: The Judson GroupHigh Market Health
Wilmington, DE, United States
Company : Highmark Inc. Job Description : GENERAL OVERVIEW: Partner with assigned Client Managers to maintain and grow existing business and ensure that positive account relationships are maintained. The job works with Delaware’s strategic clients to assist in the preparation of proposals, meeting materials and/or sales collateral during the a
Job Source: High Market HealthJoebiden
Wilmington, DE, United States
The Senior Advisor for Policy Special Projects oversees the day to day operations of the policy team, including approving or managing the approvals of all department products, structuring meetings, and working with other campaign teams. The Senior Advisor for Policy Special Projects reports to the Policy Director and will manage a small team. Key R
Job Source: JoebidenEquitable Advisors
Wilmington, DE, United States
With Equitable founded in 1859, Equitable Advisors is a leading firm in the financial services and insurance industry with a mission to help people build fulfilling futures grounded in our stability, innovative solutions and commitments to our clients. Equitable Advisors is seeking entrepreneurial-oriented individuals to join our team as a Financia
Job Source: Equitable AdvisorsWilmington, DE, United States
Overview:
Partners with Wealth Advisors and other internal client team members to serve the unique needs of Wilmington Trust's ultra-high net worth (UHNW) clientele. Works closely with Wealth Advisors to develop and execute customized wealth plans for UHNW clients and families that leverage the full breadth of the organization's capabilities. Ensures proper delivery of Wilmington Trust's UHNW client experience across relationships, customized to accommodate individual client preferences. Coaches and provides guidance to Client Advisors as needed.
Primary Responsibilities:
Partner with Wealth Advisors to develop and execute strategic wealth plans for the prospecting and onboarding stages involving UHNW clients.
Serve in tandem with Wealth Advisors as joint primary contact to manage all aspects of the relationship in a manner focused on high overall satisfaction and retention. Manage client relationships and ongoing needs analysis for UHNW customers with over $50 mm in investible assets.
Maintain Wilmington Trust's service level standards across all client-to-client team interactions, consistent with a world-class experience.
Maintain strong partnerships with clients' internal team members and external advisors to drive coordinated execution of the wealth plan.
Maintain a thorough understanding of Wilmington Trust's products and solutions and how to utilize them to address client needs.
Foster a deep level of customer intimacy via regular day-to-day interactions as well as attendance at specific events selected to optimize the client relationship.
Coordinate appropriate level of executive engagement across relationships to contribute to the retention of UHNW clients.
May serve as mentor and coach to Client Advisors as needed.
Identify opportunities for deepening client relationships by proactively vetting the client's book, including assets in other organizations, to further consolidate client liquidity with Wilmington Trust (e.g., assets under management and deposits) or introduce additional value-add solutions, including credit, planning, fiduciary, family office services, etc.
Participate in Wealth Advisor-led new client prospecting activities to support further growth of the organization's ultra-high net worth client segment.
Understand and adhere to the Company's risk and regulatory standards, policies and controls in accordance with the Company's Risk Appetite. Identify risk-related issues needing escalation to management.
Promote an environment that supports diversity and reflects the M&T Bank brand.
Maintain M&T 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.
Scope of Responsibilities:
This position serves as the core point of contact for UHNW clients defined as having over $50 mm in investible assets and comprising the top 5 - 10% of all client relationships within the business, with primary goals of retaining and expanding client relationships.
Supervisory/Managerial Responsibilities:
Not Applicable
Education and Experience Required:
Bachelor's degree and a minimum of 7 years' relevant experience, or in lieu of a degree, a combined minimum of 11 years' higher education and/or work experience, including a minimum of 7 years' relevant experience
Deep expertise in planning, investments, banking, and fiduciary
Prior experience managing complex UHNW client relationships
Strong communications skills
Strong interpersonal skills
Strong influencing skills
Education and Experience Preferred:
MBA (Master's degree in Business Administration)
Minimum of 10 years' relevant experience
Certified Financial Planner (CFP), Certified Trust & Financial Advisor (CTFA), Certified Public Accountant (CPA) and/or Chartered Financial Analyst (CFA) certification
Physical Requirements:
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $143,874.91 - $239,791.52 Annual (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.
Location:
Wilmington, Delaware, United States of America
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Email Alert for Senior Client Advisor jobs in Wilmington, DE, United States
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