Senior Wealth Investment Advisor

**Overview:**

Provides comprehensive investment management services to Wealth Advisory Services clients. Operates within a professional team environment supporting the delivery of an integrated wealth management offering consistent with the individual financial goals of clients. Recommends investment solutions via a needs-based, consultative approach, and proactively manages the client relationship including guiding sensitive and/or difficult client situations to a mutually satisfactory resolution.

**Primary Responsibilities:**

+ Maintain current knowledge of financial markets, Wilmington Trust investment process and wealth management offering. Articulate current and relevant economic, financial and market information, as well as all available products/services to clients and prospects.
+ Develop Individual Policy Statement (IPS) with and for client including annual reviews and updates. Implement investment strategy recommendations.
+ Communicate Wil...

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