SVP, Wealth Advisor Opportunity – Wilmington, DE

The Financial Services recruiting team is partnering with a well-established, growing and prominent Multi Family office in Wilmington, DE.

Client Advisor Relationship Manager Wealth Advisor

This opportunity is a highly visible Relationship Manager and Wealth Advisor to portfolio of UHNW Clients, +5B in AUM. This individual will be the point of contact for all investment, fiduciary, and overall wealth planning, and tax support and leading a team of two junior Client Advisors.

The Opportunity:

Senior Relationship Manager / Wealth Advisor – Wilmington, DE – SVP level

The Senior Relationship Manager, Wealth Advisor is an excellent opportunity for someone with 10-15 years of high touch client service and relationship management experience looking for a robust and highly visible role with tremendous opportunity for long term growth.

The firm provides excellent benefits, including;

  • Extremely strong profit share.
  • Fully paid medical benefits for employee & family.
  • Competitive base and two bonuses yearly.
  • Paid parking.
  • Travel is not required. While there’s a high touch RM component, this person is not required to travel heavily, with the majority being regional.

The Company:

Well-established and leading Multi-Family Office & Investment firm with an office in Wilmington, DE.

  • Highly visible role and opportunity to interface with Principles and MD’s of the firm.
  • Long tenure firmwide, as well as within the growing Delaware office.
  • The firm is experiencing continued growth nationwide, with an emphasis on high touch relationship management and family office services.

Why you should apply:

  • Highly visible role and opportunity to interface with a complex portfolio of UHNW clients.
  • Prominent and well-established firm offering continuous growth opportunities.

 

Candidates are required to have a Master’s degree, (JD, LLM), CFA or CPA. 

AND

10+ years of related investment and relationship management experience working with UHNW individuals and families.


Please send resumes directly to Anna Souers, 

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