Senior Wealth Advisor: Growth & Client Strategy

001 Manufacturers and Traders Trust Co; Hauppauge (NY); On-site; USD 142,100 - 236,800; Full time

Benefits offered by this job

Medical benefits

Retirement plan

Volunteer time off

Job summary

M&T Bank in Hauppauge, NY seeks an experienced Wealth Advisor to drive revenue through new client acquisition and retention of a high-net-worth book. You will lead the client relationship team, coordinate with investment advisors and trust officers, and develop sales strategies to expand client relationships while ensuring compliance and delivering comprehensive wealth solutions.

Bachelor’s degree with 7+ years sales in financial services, or 11 years with 3+ in HNW, plus securities license and

Qualifications

• Bachelor's degree with 7+ years sales experience in financial services.
• Or 11 years combined education/work exp with 3+ years in high net worth segment.
• Proven track record implementing wealth management strategies.
• Securities license and/or CFP/CTFA/CPA/MBA/JD designation preferred.

Responsibilities

• Leads the client relationship team and ensures access to all resources and solutions.
• Collaborates with Client Managers, Custom Credit, Investment Advisors, and Trust Officers to assess client goals and determine solutions.
• Prioritize client needs based on analysis.
• Lead development of sales strategies to grow the client base.
• Promote and sell the full array of financial services.
• Coordinate team communication and activities.
• Manage pipeline and opportunities to meet sales goals.
• Implement and deliver wealth solutions.
• Lead client relationship review discussions.
• Manage ongoing client relationships to meet goals.
• Adhere to compliance/operational risk controls.
• Promote the M&T Bank brand.
• Maintain internal controls and respond to audits.
• Meet registration requirements under the Federal SAFE Act.
• Complete other related duties.

Skills

Sales experience

Wealth management

Client relationships

Regulatory knowledge

Investment planning

Education

Bachelor's degree

CFP

CTFA

CPA

MBA

JD

Job description

M&T Bank in Hauppauge, NY seeks an experienced Wealth Advisor to drive revenue through new client acquisition and retention of a high-net-worth book. You will lead the client relationship team, coordinate with investment advisors and trust officers, and develop sales strategies to expand client relationships while ensuring compliance and delivering comprehensive wealth solutions.

Bachelor’s degree with 7+ years sales in financial services, or 11 years with 3+ in HNW, plus securities license and