Wilmington Trust N.A.
The Senior Wealth Advisor is responsible for acquiring new clients and managing a book of business to meet revenue goals. This role involves consulting on comprehensive wealth management strategies for individuals, business owners, and families. The advisor leads a client relationship team, develops sales strategies, and ensures the delivery of financial solutions while adhering to compliance standards.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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and employee contacts for Wilmington Trust N.A..