Sr Wealth Advisor, Palm Beach, FL

Wilmington Trust; Florida; On-site; USD 140,000 - 233,000; Full time

Benefits offered by this job

None

Job summary

M&T Bank is seeking a Wealth Advisor in Palm Beach, FL to lead the client relationship team, drive growth, and deliver comprehensive wealth solutions. You will coordinate with advisors, trust officers, and managers to tailor financial plans and manage the client book in a compliant, fiduciary framework.

The role emphasizes growing fee revenue, honoring regulatory standards, and maintaining the highest ethical standards while promoting the brand in a client-focused environment.

Qualifications

• Bachelor's degree or equivalent with 9+ years sales in financial services.
• Proven track record implementing wealth management strategies.
• Experience with high net worth and ultra high net worth clients.
• CFP/CTFA/CPA or MBA/JD designation preferred.

Responsibilities

• Lead the client relationship team and ensure access to firm resources and solutions.
• Develop sales strategies to grow the client base and promote financial services.
• Coordinate team communication and wealth solution delivery.
• Manage pipeline to meet sales goals and move opportunities forward.
• Lead relationship reviews with the committee and monitor client objectives.
• Adhere to risk controls and regulatory standards.
• Promote the M&T Bank brand and inclusive culture.
• Maintain internal controls and respond to audits.
• Meet registration requirements under the Federal SAFE Act.
• Perform other related duties as assigned.

Skills

Sales experience

Wealth management

Relationship management

Leadership

Education

Bachelor's degree

CFP

CTFA

CPA

MBA/JD preferred

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/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 segment

Proven track record of implementing wealth management strategies

Education And Experience Preferred

CFP, CTFA, CPA designation

MBA (Master’s degree in Business Administration) or JD (Juris Doctor)

M&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 (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