Senior Wealth Advisor, Palm Beach, FL

M&T Bank Corporation; Town of Florida (NY); On-site; USD 139,700 - 232,900; Full time

Benefits offered by this job

Paid volunteer time

Medical and retirement benefits

Job summary

M&T Bank Corporation is seeking a Senior Wealth Advisor in Palm Beach, Florida. This role involves leading client relationship teams while promoting the company's wealth management services. Candidates should have extensive experience in sales within financial services and a proven track record managing high net worth clientele.

Ideal candidates will possess a Bachelor's degree and relevant licenses. M&T Bank offers competitive pay and benefits aimed at making a difference in community lives.

Qualifications

• Minimum of 9 years’ sales experience in financial services.
• In lieu of a degree, 13 years’ higher education/work experience.
• Proven track record in the high net worth client segment.

Responsibilities

• Lead the client relationship team for comprehensive wealth management.
• Develop sales strategies to grow the client base.
• Ensure compliance and operational risk controls are in place.

Skills

Sales experience

Wealth management strategies

Client relationship management

Education

Bachelor's degree

Securities licensing, CFP, CTFA, CPA

MBA or JD

Job description

## Senior Wealth Advisor, Palm Beach, FLApplyremote type: Onsite Positionlocations: Palm Beach, FLtime type: Full timeposted on: Posted Todayjob requisition id: R87485# **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/or 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.* Coordinates 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.* Complete other related duties as assigned.## **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.## **Managerial/Supervisory Responsibilities:**None.## **Education and Experience Required:**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 segmentProven track record of implementing wealth management strategies## **Education and Experience Preferred:**Securities licensing, CFP, CTFA, CPA designationMBA (Master’s degree in Business Administration) or JD (Juris Doctor)#LI-LA1#WTM&T Bank is committed to fair, competitive, and market-informed pay for our employees. 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### About UsGreat companies have an enduring sense of purpose. At M&T, our purpose is a simple one: **make a difference in people’s lives and uplift the communities we serve**. M&T Bank Corporation is a financial holding company headquartered in Buffalo, New York. M&T’s affiliates offer advice, guidance, expertise and solutions across the entire financial spectrum, combining M&T Bank’s traditional banking services with the wealth management and institutional capabilities offered by Wilmington Trust. M&T Bank has a network of over 1,000 branches and 2,200 ATMs that span 12 states from Maine to Virginia and Washington, D.C. For more than 165 years, M&T has strived to take an active role in our communities and build long-lasting relationships with our customers. We are a bank for communities—combining the capabilities of a large bank with the care of a locally focused institution.**As an employer of choice, we are proud to offer** **competitive benefits** ranging from medical and retirement to forty hours of paid volunteer time, each year. Our core values – integrity, ownership, collaboration, curiosity, and candor – drive the work we do. We seek to further build upon our record of success by bringing in top talent and fresh skill sets while continuing to support the growth and development of all our team members. ViewM&T’s Human Capital Report to learn more.**Ready to join our team?** Submit your application today!If you are unable to apply through this site due to technical issues or need an accommodation to apply, please contact us at [e-mail] for assistance.