Senior Wealth Advisor

Wilmington Trust has built deep and lasting relationships by putting clients first and providing innovative advice for complex situations. Backed by the experience of our professionals and a forward-looking mindset, our guidance has helped generations of families and businesses thrive. As part of the M&T Bank family, we offer a broad array of wealth management and institutional retirement services delivered through an integrated and personalized approach. We are committed to equal employment opportunities and maintaining a drug-free workplace.This is a full-time on-site role for a Senior Wealth Advisor located in Hauppauge, NY. The Senior Wealth Advisor will be responsible for providing comprehensive wealth management services, including financial and retirement planning, investment advisory, and overall finance management for high-net-worth clients. Day-to-day tasks will involve managing client relationships, developing tailored financial plans, and ensuring clients’ financial objectives are met.QualificationsFinancial Planning, Retirement Planning, and Investments skillsExperience in Finance and Wealth Management ServicesExcellent client relationship management and communication skillsBachelor’s degree in Finance, Economics, Business, or related fieldRelevant certifications such as CFP, CFA, or similar are preferredSeniority levelMid-Senior levelEmployment typeFull-timeJob functionFinance and Sales #J-18808-Ljbffr

Created: 2025-10-06