Wealth Advisor - Lewes, DE

Build and grow a branch-based wealth management practice by conducting client discovery, creating personalized wealth strategies, and tailoring plans to client needs. Strengthen relationships with key partners to drive introductions, and proactively outreach to prospects to promote wealth management capabilities. Deliver a full range of services—financial planning, investment management, insurance, and estate planning—by leveraging internal specialists in a collaborative, client-first environment.