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© All Rights Reserved. ApplyBlast.com
Wilmington Trust N.A.
The Senior Wealth Investment Advisor provides comprehensive investment management services to Wealth Advisory Services clients, operating within a professional team to deliver integrated wealth management solutions aligned with individual financial goals. The role involves recommending investment solutions through a consultative approach, proactively managing client relationships, and guiding clients through sensitive situations to satisfactory resolutions. The advisor maintains current knowledge of financial markets and investment processes, develops and implements investment strategies, and ensures compliance with all applicable laws and regulations.
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
View leadership team, funding history,
and employee contacts for Wilmington Trust N.A..