Senior Wealth Advisor: High-Net-Worth Growth Leader

M&T Bank Corporation; Cherry Hill Township (NJ); On-site; USD 154,000 - 256,000; Full time

Job summary

M&T Bank Corporation in Cherry Hill, New Jersey, is seeking a Wealth Advisor responsible for growing and managing a book of high-net-worth clients through comprehensive wealth planning.

You will lead the client relationship team, coordinate with advisors, and develop strategies to meet revenue goals while upholding regulatory standards.

The role requires a Bachelor's degree and extensive sales experience in financial services; CFP/CTFA/CPA/MBA/JD are preferred.

Qualifications

• Bachelor's degree in finance, business, or related field.
• Minimum 9 years of sales experience in the financial services industry, or 13 years with related education/experience.
• Proven track record of implementing wealth management strategies.

Responsibilities

• Lead the client relationship team to ensure access to all resources and solutions.
• Collaborate with Client Managers, CustomCredit, Investment Advisors and Trust Officers to assess client goals and determine wealth solutions.
• Develop and execute sales strategies to grow the client base and revenue.
• Manage pipeline and ensure opportunities move through the sales cycle to meet targets.
• Adhere to compliance and risk controls and promote the firm’s fiduciary culture.

Skills

Sales experience

Relationship management

Financial planning

Team leadership

Education

Bachelor's degree

CFP designation

CTFA designation

CPA designation

MBA

JD

Job description

M&T Bank Corporation in Cherry Hill, New Jersey, is seeking a Wealth Advisor responsible for growing and managing a book of high-net-worth clients through comprehensive wealth planning.

You will lead the client relationship team, coordinate with advisors, and develop strategies to meet revenue goals while upholding regulatory standards.

The role requires a Bachelor's degree and extensive sales experience in financial services; CFP/CTFA/CPA/MBA/JD are preferred.