Elite Wealth Advisor — Growth & Relationship Leadership

M&T Bank; Florida; On-site; USD 140,000 - 233,000; Full time

Job summary

M&T Bank is seeking a Wealth Advisor in Palm Beach, FL to manage a book of high net worth clients and drive revenue growth by delivering comprehensive wealth management solutions. You will lead a client relationship team, coordinate advisors, and ensure client goals are achieved with ethical fiduciary standards.

The ideal candidate has extensive sales experience in financial services, holds securities licenses (CFP/CTFA/CPA preferred), and a track record of implementing wealth strategies for

Qualifications

• Bachelor's degree and a minimum of 9 years’ sales experience in the financial services industry, or in lieu of a degree, a combined minimum of 13 years’ higher education and/or work experience, including a minimum of 5 years’ sales experience in the high net worth or ultra high net worth client segment
• Proven track record of implementing wealth management strategies

Responsibilities

• Leads 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, Custom Credit, Investment Advisors and Trust Officers 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.
• Responsible for leading 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.
• Coordinates team communication and activities. Recommend ideas, suggestions and alternative wealth solutions by utilizing a team of specialists as applicable.
• Responsible for managing 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.
• Leads 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 belonging and reflects the M&T Bank brand.
• Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
• Responsible for meeting and maintaining registration requirements under the Federal SAFE Act.
• Complete other related duties as assigned.

Skills

Sales experience

Wealth management knowledge

Education

Bachelor's degree + 9 years sales in financial services

Combined 13 years education/experience incl. 5 years in high net worth sales

Securities licensing CFP CTFA CPA

MBA or JD

Job description

M&T Bank is seeking a Wealth Advisor in Palm Beach, FL to manage a book of high net worth clients and drive revenue growth by delivering comprehensive wealth management solutions. You will lead a client relationship team, coordinate advisors, and ensure client goals are achieved with ethical fiduciary standards.

The ideal candidate has extensive sales experience in financial services, holds securities licenses (CFP/CTFA/CPA preferred), and a track record of implementing wealth strategies for