Senior Wealth Advisor: Growth & High-Net-Worth Strategy

M&T Bank; New York (NY); On-site; USD 171,000 - 284,000; Full time

Job summary

M&T Bank in New York, New York, seeks an experienced Wealth Advisor to lead a client relationship team and drive revenue growth through comprehensive wealth management solutions.

You will coordinate with Investment Advisors, Trust Officers, and other specialists to deliver tailored financial plans for high net worth clients while maintaining regulatory standards and fiduciary responsibilities.

Qualifications

• Bachelor’s degree and extensive sales experience in financial services or equivalent.
• Proven ability to implement wealth management strategies.
• Licensing and professional designations (CFP, CTFA, CPA) preferred.

Responsibilities

• Leads the client relationship team and ensures clients have access to all resources and solutions.
• Develops sales strategies to grow the client base and promotes the full array of financial services.
• Manages pipeline of prospect opportunities to meet sales goals and delivers solutions.
• Maintains compliant operations and aligns with fiduciary standards.

Skills

Wealth management

Sales leadership

Financial planning

Education

CFP designation

CTFA designation

CPA designation

MBA

JD

Job description

M&T Bank in New York, New York, seeks an experienced Wealth Advisor to lead a client relationship team and drive revenue growth through comprehensive wealth management solutions.

You will coordinate with Investment Advisors, Trust Officers, and other specialists to deliver tailored financial plans for high net worth clients while maintaining regulatory standards and fiduciary responsibilities.