Wealth Advisor, Annapolis, DC or No.VA area.

M&T Bank Corporation; Baltimore (MD); On-site; USD 128,100 - 213,500; Full time

Job summary

M&T Bank Corporation in Baltimore, Maryland, seeks a leader to guide client relationships and drive sales strategies for wealth management. This role involves working with internal teams to assess client financial needs and providing tailored solutions.

Ideal candidates will have at least 7 years of sales experience in financial services, a track record in wealth management, and a Bachelor’s degree. The role offers a competitive salary range of $128,100.00 - $213,500.00 annually.

Qualifications

• Minimum of 7 years' sales experience in the financial services industry.
• Proven track record implementing wealth management strategies.
• In lieu of a degree, 11 years of higher education/work experience including 3 years in high net worth sales.

Responsibilities

• Leads the client relationship team and ensures client access to resources.
• Develops sales strategies to grow the client base.
• Manages pipeline and activities to meet sales goals.

Skills

Sales experience in financial services

Wealth management strategy implementation

Client relationship management

Education

Bachelor's degree

Securities licensing, CFP, CTFA, CPA designation

MBA or JD

Job description

Overview

This position may be based out of DC, Baltimore, Annapolis, or No. Virginia. 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 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

This position has a direct impact on revenue growth of the Wealth Advisory business and fee income of the Bank.

Education and Experience Required

• Bachelor's degree and a minimum of 7 years' sales experience in the financial services industry, or in lieu of a degree, a combined minimum of 11 years’ higher education and/or work experience, including a minimum of 3 years’ sales experience in the high net worth and ultra high net worth client segment.
• Proven track record of implementing wealth management strategies.

Education and Experience Preferred

• 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 $128,100.00 - $213,500.00 Annual (USD).

Location

Baltimore, Maryland, 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.