Sr Wealth Advisor, Palm Beach, FL

Wilmington Trust; Florida; Sur place; USD 140 000 - 233 000; Plein temps

Résumé du poste

M&T Bank’s Palm Beach Wealth Advisory team seeks an experienced Wealth Advisor to lead client relationships and drive revenue growth. You will coordinate with Investment Advisors, Trust Officers, and other specialists to deliver comprehensive wealth strategies for high net worth clients, while upholding fiduciary standards in a dynamic market.

The role requires a Bachelor’s degree with extensive sales experience in financial services, plus certifications.

Qualifications

• Bachelor’s degree and a minimum of 9 years’ sales experience in financial services.
• Proven track record of implementing wealth management strategies.
• Experience leading client relationship teams and cross-functional collaboration.

Responsabilités

• Leads the client relationship team and ensures access to all resources and solutions.
• Develops sales strategies to grow the client base and promotes financial services.
• Coordinates team communication and recommends wealth solutions.
• Manages pipeline and opportunities to meet sales goals and deliver solutions.
• Leads client relationship reviews to ensure goals are achieved.
• Adheres to compliance and controls per firm policies and regulations.
• Promotes a client-centric culture aligned with the bank’s brand.
• Maintains internal controls and addresses audit findings as applicable.
• Complies with Federal SAFE Act registration and related duties.

Connaissances

Sales experience

Wealth mgmt strategy

Relationship management

Formation

Bachelor’s degree

CFP designation

CTFA designation

CPA designation

MBA or JD

Description du poste

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)

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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