Senior Wealth Advisor

M&T Bank; Baltimore (MD); On-site; USD 143,000 - 240,000; Full time

Job summary

An established industry player seeks a seasoned Wealth Advisor to lead client relationships and drive revenue growth. This role requires a strategic thinker who excels in developing sales strategies and managing a diverse client base. With a focus on ethical standards and fiduciary responsibility, the Wealth Advisor will collaborate with specialists to deliver tailored financial solutions. If you have a proven sales track record in the financial services sector and are passionate about wealth management, this opportunity offers a chance to make a significant impact in a dynamic environment.

Qualifications

• 9 years of sales experience in financial services or 13 years of combined education/work experience.
• Proven track record in wealth management strategies.

Responsibilities

• Lead client relationship team and ensure access to all resources.
• Develop sales strategies to grow client base and manage pipeline.

Skills

Sales Strategy Development

Client Relationship Management

Wealth Management Strategies

Financial Planning

Education

Bachelor's Degree

MBA

Juris Doctor

Job description

Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and expansion of a book of business.Consults and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and / or families.

Primary 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, 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.
• 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 diversity 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.
• Complete other related duties as assigned.

Scope of Responsibilities :

As the manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of the relationship team (IAs, FAs, PBs, WSs, etc), and ultimately responsible for growth and retention of that client base. The Wealth Advisor is focused on the profitable expansion of our fee revenue while maintaining the highest ethical standards and adhering to our fiduciary culture. Accountable for revenue growth including the acquisition of new business and the ongoing relationship management, growth and retention of our existing clients.

Managerial / Supervisory Responsibilities :

None.

Education and Experience Required :

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

Education and Experience Preferred :

MBA (Master’s degree in Business Administration) or JD (Juris Doctor)

M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $143,874.91 - $239,791.52 Annual (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.

Location :

Baltimore, Maryland, United States of America