Location
Paramus
Job Type
Full-time
Posted
June 27, 2026
Job Description
**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...
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...