Senior Wealth Advisor

M&T Bank Corporation; Los Angeles (CA); On-site; USD 80,000 - 120,000; Full time

Job summary

Join a forward-thinking financial institution as a Wealth Advisor, where you will play a crucial role in enhancing client relationships and driving revenue growth. This dynamic position involves leading a team to deliver comprehensive wealth management strategies tailored to clients' needs. You will be responsible for acquiring new clients while ensuring the retention and expansion of existing relationships. With a commitment to ethical standards and a focus on diversity, this role offers an exciting opportunity to make a meaningful impact in the financial services sector. If you are passionate about helping clients achieve their financial goals, we invite you to apply and be part of a company dedicated to uplifting communities.

Benefits

Medical Benefits

Retirement Plans

Paid Volunteer Time

Competitive Salary

Qualifications

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

Responsibilities

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

Skills

Sales Experience

Wealth Management Strategies

Client Relationship Management

Financial Planning

Education

Bachelor's Degree

MBA or JD

Tools

Securities Licensing

CFP

CTFA

CPA

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 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:

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!

If you are unable to apply through this site due to technical issues or need an accommodation to apply, please contact us at [e-mail] for assistance.

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.