Senior Wealth Advisor - Growth & Client Leadership

M&T Bank Corporation; Portland (ME); On-site; USD 116,400 - 194,000; Full time

Benefits offered by this job

Competitive benefits

Medical and retirement plans

40 hours of paid volunteer time annually

Job summary

M&T Bank Corporation seeks an experienced professional to lead client relationships and drive business growth through comprehensive wealth management strategies. The ideal candidate will have a strong sales background, ideally with previous experience in high net worth client segments and a proven record in implementing wealth management solutions.

This role requires a Bachelor's degree and substantial sales experience in financial services, with competitive compensation and benefits offered including medical plans and paid volunteer time.

Qualifications

• A minimum of 7 years’ sales experience in the financial services industry.
• Proven track record in wealth management for high net worth clients.
• Demonstrated leadership in managing client relationships.

Responsibilities

• Lead the client relationship team and ensure access to firm resources.
• Develop sales strategies to grow the client base.
• Manage client relationships and ensure achievement of goals.

Skills

Sales experience in financial services

Client relationship management

Wealth management strategies

Education

Bachelor's degree

Securities licensing, CFP, CTFA, CPA

MBA or JD

Job description

M&T Bank Corporation seeks an experienced professional to lead client relationships and drive business growth through comprehensive wealth management strategies. The ideal candidate will have a strong sales background, ideally with previous experience in high net worth client segments and a proven record in implementing wealth management solutions.

This role requires a Bachelor's degree and substantial sales experience in financial services, with competitive compensation and benefits offered including medical plans and paid volunteer time.