Senior Wealth Advisor: Lead Growth & Client Strategy

M&T Bank Corporation; Florida; On-site; USD 140,000 - 233,000; Full time

Job summary

M&T Bank Corporation in Palm Beach, FL, United States of America, seeks a Wealth Advisor to drive revenue growth by acquiring new clients and expanding relationships with existing ones through comprehensive wealth management strategies. You will work with a team of specialists, assess client goals, and implement tailored financial plans while maintaining fiduciary standards and regulatory compliance.

The role requires a Bachelor’s degree and a proven sales track record in high net worth

Qualifications

• Bachelor’s degree and a minimum of 9 years’ sales experience in financial services.
• Combined 13 years of higher education and/or work experience is acceptable if no degree.
• At least 5 years’ sales experience in high net worth client segments.

Responsibilities

• Lead the client relationship team to ensure access to all resources and solutions.
• Collaborate with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess clients’ goals and determine wealth solutions.
• Prioritize short- and long-term client needs based on analysis.
• Develop and implement sales strategies to grow the client base.
• Promote the full range of financial services to current and new clients.
• Manage pipeline and move opportunities through the sales cycle to meet goals.

Education

Bachelor’s degree

Job description

M&T Bank Corporation in Palm Beach, FL, United States of America, seeks a Wealth Advisor to drive revenue growth by acquiring new clients and expanding relationships with existing ones through comprehensive wealth management strategies. You will work with a team of specialists, assess client goals, and implement tailored financial plans while maintaining fiduciary standards and regulatory compliance.

The role requires a Bachelor’s degree and a proven sales track record in high net worth