Senior Wealth Advisor: Growth & Client Relationships
wilmington trustLos Angeles, CA
Senior Wealth Advisor: Growth & Client Relationships
wilmington trustLos Angeles, CA
yesterday
Occupations
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsSales and Related Workers, All OtherIndustries
Portfolio Management and Investment AdviceTrust, Fiduciary, and Custody ActivitiesTrusts, Estates, and Agency AccountsAbout the role
Wilmington Trust, in Los Angeles, seeks a seasoned Wealth Advisor to manage a high-net-worth client base and coordinate a cross-functional team of investment professionals. You will drive revenue through new acquisitions and robust relationship management, delivering tailored wealth solutions with integrity.
The role requires a proven sales track record in financial services, relevant licenses or credentials, and a commitment to fiduciary excellence.
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JOB OVERVIEW
Experience level
Senior
Location
Los Angeles, CA
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
yesterday
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