Senior Wealth Advisor - UHNW Growth & Strategy

M&T Bank Corporation; Baltimore (MD); On-site; USD 154,000 - 256,000; Full time

Job summary

M&T Bank Corporation in Baltimore, MD is seeking a Wealth Advisor who will lead a client relationship team and deliver comprehensive wealth management solutions to high-net-worth individuals and families.

You will drive revenue growth through new client acquisition and deepening relationships, coordinate with investment advisors and trust officers, and uphold fiduciary standards and regulatory compliance. A Bachelor's degree and extensive sales experience are required.

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.
• Must possess strong client relationships and leadership capabilities.

Responsibilities

• Leads the client relationship team to deliver comprehensive wealth management solutions.
• Drives revenue growth through new client acquisition and expansion of existing relationships.
• Coordinates with Investment Advisors and Trust Officers to tailor financial plans and recommendations.
• Ensures adherence to regulatory and fiduciary standards while maintaining ethical practices.

Skills

Sales experience

Wealth management

Client relationship leadership

Financial planning

Education

Bachelor's degree

MBA

CFP designation

CTFA designation

CPA designation

Securities licensing

JD (Juris Doctor)

Job description

M&T Bank Corporation in Baltimore, MD is seeking a Wealth Advisor who will lead a client relationship team and deliver comprehensive wealth management solutions to high-net-worth individuals and families.

You will drive revenue growth through new client acquisition and deepening relationships, coordinate with investment advisors and trust officers, and uphold fiduciary standards and regulatory compliance. A Bachelor's degree and extensive sales experience are required.