Senior Wealth Investment Advisor Associate
Wilmingtonhybridsenior$77K – $129K
Posted today · via Workday
About this role
Overview: Supports Wealth Advisory Services integrated delivery of products and services consistent with the financial goals of clients and IST recommendations. Primary Responsibilities: Support assigned Investment Advisor(s) in preparing for client meetings and providing support. Prepare portfolio recommendation letters for advisory and co-trustee accounts, AO coordination's or best fit recommendations, and investment performance reviews. Develop and maintain a working knowledge of Bank resources to facilitate client service delivery and expand client relationships.…
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What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
We compare your skills against the role requirements.
2
Level fit
This role is senior-level. We check your trajectory against it.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in Wilmington. We weight your proximity and willingness to relocate.
Score yourself on this role.
Free · no card · written explanation included
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