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

M&T Bank; Falls Church (VA); On-site; USD 90,000 - 130,000; Full time

Job summary

A national financial institution is looking for a Wealth Advisory professional in Falls Church, VA, to lead client relationships and drive sales growth. This role involves developing wealth management strategies and managing a team to ensure that clients achieve their financial goals. Candidates should have at least 7 years of sales experience in financial services, ideally with high net worth clients. An MBA or relevant certification is preferred. The position offers an opportunity to directly impact the firm's revenue growth.

Qualifications

• Minimum of 7 years' sales experience in the financial services industry.
• Proven track record in managing high net worth clients.

Responsibilities

• Leads client relationship teams and develops sales strategies.
• Coordinates team efforts to deliver wealth management solutions.
• Ensures compliance with regulatory standards.

Skills

Sales experience

Wealth management strategies

Client relationship management

Financial planning

Education

Bachelor's degree

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. Works closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess the 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

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)

Location: Baltimore, Maryland, United States of America