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Wealth Management Professional Jobs in Delaware (NOW HIRING)

... professional growth of team members. Wealth Advisors work directly with a variety of business ... Tailor wealth management planning to meet client needs. Utilize the knowledge of internal ...

... professional growth of team members. Wealth Advisors work directly with a variety of business ... Primary responsibilities include: • Develop a high-quality wealth management practice that ...

Wealth Client Associate

Wilmington, DE · On-site

$24.87 - $41.45/hr

Build Your Career in Wealth Management Join Wilmington Trust's Wealth Management team and help ... professionals, and internal specialists to support client relationships, coordinate service needs ...

Wealth Client Associate

Wilmington, DE · On-site

$24.87 - $41.45/hr

Build Your Career in Wealth Management Join Wilmington Trust's Wealth Management team and help ... professionals, and internal specialists to support client relationships, coordinate service needs ...

Wealth Client Associate

Wilmington, DE · On-site

$24.87 - $41.45/hr

Build Your Career in Wealth Management Join Wilmington Trust's Wealth Management team and help ... professionals, and internal specialists to support client relationships, coordinate service needs ...

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Wealth Management Professional information

See Delaware salary details

$75.1K

$97.8K

$117.1K

How much do wealth management professional jobs pay per year?

As of Sep 4, 2026, the average yearly pay for wealth management professional in Delaware is $97,811.00, according to ZipRecruiter salary data. Most workers in this role earn between $86,600.00 and $109,100.00 per year, depending on experience, location, and employer.

What is the difference between Wealth Management Professional vs Financial Advisor?

AspectWealth Management ProfessionalFinancial Advisor
CertificationsCFP, CFA, Series 7/66CFP, Series 7/66
Work EnvironmentBanking, private banks, wealth firmsIndependent, firm-based, or bank
Industry UsageHigh-net-worth clients, comprehensive planningGeneral clients, investment advice

Wealth Management Professionals and Financial Advisors often share certifications like CFP and Series 7/66, work with clients in financial planning, and operate in similar environments. However, Wealth Management Professionals typically focus on high-net-worth clients with comprehensive wealth strategies, while Financial Advisors may serve a broader client base with investment and retirement advice.

What are different careers in wealth management?

Careers in wealth management include roles such as financial advisor, portfolio manager, estate planner, and client relationship manager. These professionals typically require strong financial analysis skills, certifications like the CFP or CFA, and work in financial firms or private banks to help clients manage and grow their assets.

What does a wealth management professional do?

A wealth management professional provides financial planning and investment advice to clients, helping them achieve their financial goals. They analyze clients' financial situations, develop personalized strategies, and often use tools like financial software; certifications such as CFP or CFA are common. Their work involves ongoing portfolio management, risk assessment, and client communication to ensure financial growth and stability.

What are the most commonly searched types of Wealth Management jobs in Delaware?

The most popular types of Wealth Management jobs in Delaware are:

What are popular job titles related to Wealth Management Professional jobs in Delaware?

For Wealth Management Professional jobs in Delaware, the most frequently searched job titles are:

What cities in Delaware are hiring for Wealth Management Professional jobs?

Cities in Delaware with the most Wealth Management Professional job openings:

Asset & Wealth Management, Private Wealth Management, Goldman Sachs Trust Company, Assistant Trus...

Goldman Sachs

Wilmington, DE

Full-time

Re-posted 19 days ago


Goldman Sachs rating

7.8

Company rating: 7.8 out of 10

Based on 28 frontline employees who took The Breakroom Quiz

88th of 174 rated banks


Job description

YOUR IMPACT

Are you a quick-thinking self-starter with a passion for helping families achieve their long-term financial goals, the desire to work closely with top fiduciary, tax and wealth management professionals, and the ability to think outside the box?  Our Assistant Trust Officers (ATO) administer trusts, estates and other fiduciary accounts for high net worth clients of Goldman Sachs Private Wealth Management.  We are seeking professionals who have the ability to thrive in a fast-paced environment where attention to detail, strong communication skills, and client service are essential to maintaining and 

OUR IMPACT 

Wealth Management

Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking, and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data, and design.

Private Wealth Management (PWM)

Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high-net-worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond.

Goldman Sachs Trust Company

An essential component of Goldman Sachs' private wealth management offering, The Goldman Sachs Trust Company, N.A. ("GSTC") is a limited-purpose national bank providing world-class trust, estate, and charitable administration services to ultra-high-net-worth clients across the United States.

GSTC leverages the global resources of Goldman Sachs to deliver integrated fiduciary management and administration, as well as comprehensive best-in-class investment management.  Our team of dedicated fiduciary professionals collaborate closely with Goldman Sachs' Private Wealth Advisors ("PWAs") to provide our clients with superior service, while observing our responsibilities as an independent, professional fiduciary.

HOW YOU WILL FULFILL YOUR POTENTIAL 

  • Help to administer a book of fiduciary accounts while maintaining the highest service and fiduciary standards
  • Interpret and understand the trust and related documents governing each account, using as a resource senior staff, and internal and external counsel as necessary
  • Prepare account regulatory reviews and discretionary distribution requests
  • Coordinate and oversee tax preparation on accounts with our tax compliance service provider
  • Coordinate the investment process with Trust Company investment officers and Private Wealth Advisor
  • Coordinate client management with the primary relationship manager (Private Wealth Advisor)
  • Attend client conference calls and meetings
  • Participate in internal and external marketing efforts
  • Interact with client attorneys and advisors

WHERE WILL YOU MAKE AN IMPACT

Our Private Wealth Management business spans the globe, with the following locations in the United States: Atlanta, Boston, Chicago, Dallas, Houston, Los Angeles, New York, Miami (Florida and Latin America coverage), Philadelphia, San Francisco, Seattle, Washington, D.C. and West Palm Beach 

The Trust Company has offices in New York and Wilmington, Delaware.  The ATO position is for our Wilmington, Delaware office.

EXPERIENCE & SKILLS WE'RE LOOKING FOR

  • Bachelor's degree required; law degree a strong plus
  • 0 - 5+ years of experience administering trusts and/or estates
  • CTFA designation a plus
  • Understanding of "Regulation 9" requirements and core concepts affecting fiduciary administration helpful
  • Understanding of core concepts of estate planning helpful
  • Basic understanding of the fiduciary investment process helpful
  • Strong team orientation 
  • Ability to work in a fast-paced environment and think clearly under pressure
  • Self-motivated and able to work in an autonomous, yet collaborative environment
  • Strong verbal and written communication skills, as well as strong organizational and interpersonal skills
  • Commitment to excellence and a high level of integrity

ABOUT GOLDMAN SACHS

At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world. 

We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers. 

We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https://www.goldmansachs.com/careers/footer/disability-statement.html

The Goldman Sachs Group, Inc., 2026. All rights reserved.

Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law.


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Goldman Sachs logo

About Goldman Sachs

Sourced by ZipRecruiter

At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world. We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

New York, NY, US

Year founded

1869