Senior Wealth Advisor — Growth & Relationship Leader

M&T Bank; Baltimore (MD); On-site; USD 154,000 - 256,000; Full time

Job summary

M&T Bank in Baltimore, MD seeks a Wealth Advisor to lead a client relationships team and drive growth of a fee-based book. You will coordinate with Investment Advisors, Trust Officers and others to deliver comprehensive wealth strategies for individuals and business owners.

You will develop sales plans, manage pipeline to meet revenue targets, and uphold regulatory standards while promoting the bank's fiduciary culture and client-first approach.

Qualifications

• Bachelor's degree and 9+ years sales experience in financial services.
• Alternatively, 13+ years higher education/work experience with 5+ years sales in high net-worth client segment.
• CFP/CTFA/CPA designation preferred.
• MBA or JD preferred.

Responsibilities

• Lead the client relationship team and ensure access to resources and wealth solutions.
• Develop sales strategies to grow the client base and promote financial services.
• Coordinate team communication and propose wealth solutions by utilizing a team of specialists.
• Manage pipeline and activities to meet sales goals and deliver solutions.
• Lead client relationship reviews to ensure goals and objectives are achieved.
• Adhere to compliance and operational risk controls and fiduciary standards.
• Promote the M&T Bank brand and inclusive environment.
• Meet Federal SAFE Act registration requirements.
• Complete other related duties as assigned.

Skills

Sales leadership

Wealth management

Relationship management

Education

Bachelor's degree

Job description

M&T Bank in Baltimore, MD seeks a Wealth Advisor to lead a client relationships team and drive growth of a fee-based book. You will coordinate with Investment Advisors, Trust Officers and others to deliver comprehensive wealth strategies for individuals and business owners.

You will develop sales plans, manage pipeline to meet revenue targets, and uphold regulatory standards while promoting the bank's fiduciary culture and client-first approach.