Senior Financial Advisor — Lead Client Strategy & IC Member
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Finance & Banking
Job Description & How to Apply Below
Wheeler Financial in Wilmington, Delaware is seeking a dedicated client advisor to work directly with Jay Wheeler as the primary support advisor across all client relationships. This is not a back‑office admin role; you’ll be in the room, in the conversation, and deeply involved in client outcomes.
You’ll build and review financial plans in eMoney, participate in the Investment Management Committee from day one, and eventually manage some client relationships.
The Senior Financial Advisor — Lead Client Strategy & IC Member position in the Finance, Sales field is open for applications.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in Wilmington, DE, United States.
This opportunity is part of our work in Finance, Sales.
Position Requirements
10+ Years work experience(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
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