Senior Wealth Advisor — Growth & Client Strategy

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

Job summary

M&T Bank Corporation in Palm Beach, FL seeks a Wealth Advisor responsible for acquiring new clients and expanding an existing book, coordinating with advisors to deliver comprehensive wealth management solutions.

Applicants should have a Bachelor's degree and 9+ years of sales experience in financial services; CFP/CTFA/CPA/MBA/JD are preferred. The role emphasizes revenue growth, fiduciary duties, and regulatory compliance.

Qualifications

• Bachelor's degree and at least 9 years of sales experience in financial services, or 13 years combined education/work experience with 5 years in high net worth client segment.
• CFP/CTFA/CPA designation and MBA/JD are highly preferred.
• Knowledge of wealth management strategies and fiduciary responsibilities.

Responsibilities

• Lead the client relationship team and ensure access to all resources and solutions.
• Assess clients' financial situation, goals and objectives to determine wealth solutions.
• Grow client base through sales strategies and manage fee revenue expansion.
• Maintain relationships and ensure goals are achieved while adhering to compliance standards.

Skills

Sales experience

Wealth management knowledge

Financial planning

Education

Bachelor's degree

CFP

CTFA

CPA

MBA

JD

Job description

M&T Bank Corporation in Palm Beach, FL seeks a Wealth Advisor responsible for acquiring new clients and expanding an existing book, coordinating with advisors to deliver comprehensive wealth management solutions.

Applicants should have a Bachelor's degree and 9+ years of sales experience in financial services; CFP/CTFA/CPA/MBA/JD are preferred. The role emphasizes revenue growth, fiduciary duties, and regulatory compliance.