Senior Wealth Advisor, Palm Beach, FL

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

Overview

Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and expansion of a book of business. Consults and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and families.

Primary Responsibilities

Leads the client relationship team and has overall responsibility for assuring the client has access to all resources and solutions of the firm.

Work closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client’s current financial situation, goals and objectives to determine solutions through the financial planning process.

Prioritize short‑term and long‑term needs of the client based on the analysis.

Responsible for leading the development of sales strategies to grow client base.

Promote and sell the full array of financial services distributed by the Company to current and new clients.

Coordinate team communication and activities.

Recommend ideas, suggestions and alternative wealth solutions by utilizing a team of specialists as applicable.

Responsible for managing pipeline and activities to assure appropriate number of prospect opportunities are in pipeline and moving through sales cycle to meet sales goal.

Implement and deliver specific solutions.

Leads client relationship review discussion with committee.

Manage and review the relationship on an ongoing basis to ensure client goals and objectives are achieved.

Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies.

Promote an environment that supports belonging and reflects the M&T Bank brand.

Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.

Responsible for meeting and maintaining registration requirements under the Federal SAFE Act.

Scope of Responsibilities

As the manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of the relationship team (IAs, FAs, PBs, WSs, etc), and ultimately responsible for growth and retention of that client base.

The Wealth Advisor is focused on the profitable expansion of our fee revenue while maintaining the highest ethical standards and adhering to our fiduciary culture.

Accountable for revenue growth including the acquisition of new business and the ongoing relationship management, growth and retention of our existing clients.

Education and Experience

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.

Preferred qualifications: Securities licensing, CFP, CTFA, CPA designation, MBA (Master’s degree in Business Administration) or JD (Juris Doctor).

Compensation

The pay range for this position is $139,700.00 - $232,900.00 Annual (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.

Location

Palm Beach, Florida, United States of America

Equal Employment Opportunity

M&T Bank is unwavering when it comes to providing equal employment opportunities to all employees and applicants without regard to race, color, national origin, religion, ethnicity, sex, gender identity, age, disability, citizenship, pregnancy, veteran status, military status, marital status, sexual orientation, genetic information or any other characteristic protected under applicable federal, state or local laws. M&T Bank Corporation has policies and procedures in place to promote a drug free workplace.