Senior Wealth Advisor

Profile

Senior Wealth Advisor

The candidate will accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and expansion of an assigned book of business. Consult and coordinate on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families. Serve as mentor for a small group of Private Client Advisors and exercises general guidance in the relationship planning process for clients. Lead the client relationship team and has overall responsibility for assuring the client has access to all resources and solutions of the firm. Work closely with Client Managers, Private Banking, Investment Advisors and Fiduciary Advisors to assess client's current financial situation, goals and objectives to determine solutions through the financial planning process. Prioritize short term and long term needs of the client based on the analysis. Lead the development of sales strategies to grow client base. Promote and sell the full array of financial services distributed by the Company to current and new clients. Coordinate team communication and activities. Recommend ideas, suggestions and alternative wealth solutions by utilizing a team of specialists as applicable. Manage pipeline and activities to assure appropriate number of prospect opportunities are in pipeline and moving through sales cycle to meet sales goal. Implement and deliver specific solutions. Lead client relationship review discussion with committee. Manage and review the relationship on an ongoing basis to ensure client goals and objectives are achieved. Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies. Promote an environment that supports diversity and reflects the firm brand. Maintain the firm internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable. Complete other related duties as assigned. Bachelor's degree and 9+ years of sales experience in the financial services industry, or in lieu of a degree, a combined of 13+ years’ higher education and/or work experience, including of 5+ years’ sales experience in the high net worth or ultra high net worth client segment is required. MBA (Master’s degree in Business Administration) or JD (Juris Doctor) is preferred. Securities licensing, CFP, CTFA, CPA designation is a plus.

Additional Information

Job requisition ID: R29700

Company info

M&T Bank.
2000 PGA Boulevard
North Palm Beach
Florida
United States 33408
Website : https://www.mtb.com