SENIOR WEALTH ADVISOR

M&T Bank Corporation; Los Angeles (CA); On-site; USD 80,000 - 140,000; Full time

Job summary

An established industry player is seeking a Wealth Advisor to manage and grow a portfolio of high net worth clients. This role involves leading a client relationship team, developing sales strategies, and ensuring the delivery of comprehensive wealth management solutions. The ideal candidate will have extensive sales experience in the financial services sector and a proven ability to implement effective wealth management strategies. Join a company that values integrity and collaboration, and make a meaningful impact in the lives of clients and communities.

Benefits

Medical Benefits

Retirement Plans

Paid Volunteer Time

Diversity and Inclusion Initiatives

Qualifications

• 9+ years of sales experience in financial services or 13 years of combined education/work experience.
• Proven track record in wealth management strategies for high net worth clients.

Responsibilities

• Lead client relationship team, ensuring access to all resources and solutions.
• Develop sales strategies to grow client base and promote financial services.

Skills

Sales Experience

Wealth Management Strategies

Client Relationship Management

Financial Planning

Education

Bachelor's Degree

Securities Licensing

CFP Certification

MBA

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 an assigned 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 clients 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 :

Bachelors 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 :

Securities licensing, CFP, CTFA, CPA designation. MBA (Master’s degree in Business Administration) or JD (Juris Doctor).

Location :

Los Angeles, California, United States of America

About Us :

Great companies have an enduring sense of purpose. At M&T, our purpose is a simple one : make a difference in people’s lives and uplift the diverse communities we serve . M&T Bank Corporation is a financial holding company headquartered in Buffalo, New York. M&T’s affiliates offer advice, guidance, expertise, and solutions across the entire financial spectrum, combining M&T Bank’s traditional banking services with the wealth management and institutional capabilities offered by Wilmington Trust. M&T Bank has a network of over 1,000 branches and 2,200 ATMs that span 12 states from Maine to Virginia and Washington, D.C. For more than 165 years, M&T has strived to take an active role in our communities and build long-lasting relationships with our customers. We are a bank for communities—combining the capabilities of a large bank with the care of a locally focused institution.

As an employer of choice, we are proud to offer competitive benefits ranging from medical and retirement to forty hours of paid volunteer time, each year. Our core values – integrity, ownership, collaboration, curiosity, and candor – drive the work we do. We seek to further build upon our record of success by bringing in diverse talents and fresh skill sets while continuing to support the growth and development of all our team members. View M&T’s Human Capital Report to learn more.

Ready to join our team? Submit your application today!

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M&T Bank Corporation is an Equal Opportunity / Affirmative Action Employer, including disabilities and veterans. M&T Bank Corporation has policies and procedures in place to promote a drug-free workplace.