Senior Wealth Advisor: Growth & Client Strategy Leader

Wilmington Trust; Los Angeles (CA); Presencial; USD 162.100 - 270.100; Jornada completa

Descripción de la vacante

Wilmington Trust is seeking a Wealth Advisor in Los Angeles, California. This role involves leading a client relationship team to develop solutions for clients while managing a book of business. The ideal candidate will have at least 9 years of sales experience in financial services and strong knowledge of wealth management strategies.

The compensation for this position ranges from $162,100.00 to $270,100.00 annually, commensurate with experience. The role supports a culture of belonging within M&T Bank.

Formación

• Minimum of 9 years’ sales experience in financial services.
• 5 years’ sales experience in high net worth client segment.
• Proven track record of implementing wealth management strategies.

Responsabilidades

• Lead client relationship team and manage client resources.
• Develop sales strategies to grow client base.
• Coordinate team activities and recommend wealth solutions.
• Manage prospect pipeline and ensure sales goals are met.

Conocimientos

Sales experience

Financial planning

Wealth management strategies

Educación

Bachelor's degree

Securities licensing

CFP, CTFA, CPA designations

MBA or JD

Descripción del empleo

Overview

Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and expansion of a book of business. Consults and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families.

Overview

Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and expansion of a 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, Custom Credit, Investment Advisors and Trust Officers 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 belonging 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.
• Responsible for meeting and maintaining registration requirements under the Federal SAFE Act.
• 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)

#WT

M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $162,100.00 - $270,100.00 Annual (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.

Location

Los Angeles, California, United States of America