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Wilmington Trust

Wealth management and institutional trust services

Affluent Market Financial Advisor

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours
Full-timeParsippany-Troy Hills, NJ, USAIn-person

About the Job

Requirements

  • Banking, sales, or client-facing experience; licenses are preferred.
  • A combined minimum of 6 years of higher education and/or work experience, including at least 4 years of investment or insurance sales experience.
  • FINRA Series 7 and 63 licenses, plus Series 65 or 66.
  • Pertinent state Life/Variable Insurance (LAH) licenses, or willingness to obtain the listed licenses.

Responsibilities

  • Build client relationships through referrals and branch partnerships.
  • Deliver investment and insurance solutions.
  • Support portfolio reviews and client lifecycle management.
  • Partner across Retail, Business Banking, and Wealth teams.

Desired Qualifications

  • Licensed banker or early-career advisor background.
  • Banking, sales, or client-facing experience; licenses are preferred.

About the Company

Wilmington Trust

Wealth management and institutional trust services

Wilmington Trust provides wealth management and institutional services for high-net-worth individuals, families, foundations, and other institutions, charging fees for advisory and fiduciary work. Its offerings include investment management, financial planning, fiduciary and trust services, family-office support, estate planning, corporate trust, retirement plan services, and custody arrangements. The company differentiates itself by focusing on high-net-worth clients and institutions with a broad, integrated set of fiduciary, custody, and family-office capabilities under one umbrella, backed by its parent, M&T Bank. Its goal is to help clients grow and protect wealth, plan legacies, and meet ongoing fiduciary and retirement needs with trusted, fee-based guidance and administration.

Company size
1,001-5,000
Company stage
Not listed
Total funding
Not listed
Headquarters
Wilmington, DE
Founded
1901

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