Senior Wealth Advisor — Lead Growth for HNW Clients

Wilmington Trust; Cherry Hill Township (NJ); On-site; USD 154,000 - 256,000; Full time

Job summary

M&T Bank in Cherry Hill, NJ seeks a Wealth Advisor to lead a client relationship team, drive growth, and deliver comprehensive wealth solutions to high-net-worth clients. You will coordinate with Investment Advisors, Trust Officers, and other specialists to meet client goals and maintain fiduciary standards.

The role emphasizes revenue growth, retention, and ensuring access to all resources while upholding compliance and market standards.

Qualifications

• Bachelor’s degree and a minimum of 9 years’ sales experience in the financial services industry, or in lieu of a degree, a combined minimum of 13 years’ higher education and/or work experience, including a minimum of 5 years’ sales experience in the high net worth or ultra high net worth client segment
• Proven track record of implementing wealth management strategies

Responsibilities

• Leads the client relationship team and has overall responsibility for assuring the client has access to all resources and solutions of the firm.
• Promotes and sells the full array of financial services distributed by the Company to current and new clients.
• Coordinates team communication and activities; recommends wealth solutions by utilizing a team of specialists.
• Manages pipeline and activities to ensure sufficient prospect opportunities and advances opportunities through the sales cycle.
• Leads client relationship reviews with the committee and ensures goals are achieved.
• Adheres to compliance and risk controls in line with standards and policies.
• Promotes an environment reflecting the M&T Bank brand and fiduciary culture.
• Maintains internal controls and addresses audit/regulator points as applicable.
• Responsible for meeting and maintaining registration under the Federal SAFE Act.
• Performs related duties as assigned.

Skills

Wealth management

Sales leadership

Client relationship management

Financial planning

Education

Bachelor’s degree

MBA or JD

CFP

CTFA

CPA designation

Job description

M&T Bank in Cherry Hill, NJ seeks a Wealth Advisor to lead a client relationship team, drive growth, and deliver comprehensive wealth solutions to high-net-worth clients. You will coordinate with Investment Advisors, Trust Officers, and other specialists to meet client goals and maintain fiduciary standards.

The role emphasizes revenue growth, retention, and ensuring access to all resources while upholding compliance and market standards.