Senior Wealth Advisor - Growth, Strategy & Leadership

M&T Bank Corporation; Naples (FL); On-site; USD 116,400 - 194,000; Full time

Job summary

M&T Bank Corporation is seeking an experienced sales professional in Naples, Florida, to lead the wealth advisory client relationship team. The role involves developing strategies to grow the client base and ensuring clients access all resources.

Candidates should possess a Bachelor's degree and at least 7 years of sales experience in financial services. The position offers a competitive salary range of $116,400 - $194,000 annually, based on the candidate’s experience.

Qualifications

• 7+ years of sales experience in the financial services industry or 11 years of relevant work experience.
• Proven track record of implementing wealth management strategies.

Responsibilities

• Lead client relationship team and ensure resource access.
• Develop sales strategies to grow client base.
• Coordinate communication and activities within the team.

Skills

Sales experience in financial services

Wealth management strategies

Client relationship management

Education

Bachelor’s degree

Securities licensing, CFP, CTFA, CPA

MBA or JD

Job description

M&T Bank Corporation is seeking an experienced sales professional in Naples, Florida, to lead the wealth advisory client relationship team. The role involves developing strategies to grow the client base and ensuring clients access all resources.

Candidates should possess a Bachelor's degree and at least 7 years of sales experience in financial services. The position offers a competitive salary range of $116,400 - $194,000 annually, based on the candidate’s experience.