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

Wilmington Trust; Falls Church (VA); On-site; USD 128,100 - 213,500; Full time

Job summary

A financial services firm located in Baltimore, Maryland is looking for a seasoned professional to lead client relationships and drive revenue growth. The ideal candidate will have a Bachelor's degree and at least 7 years of sales experience in the financial industry, focusing on high net worth clients. Responsibilities include managing a sales team, implementing strategies, and ensuring compliance with regulations. The salary range for this position is competitive and based on experience.

Qualifications

• Minimum of 7 years’ sales experience in financial services.
• Experience with high net worth client segment required.
• Proven track record in implementing wealth management strategies.

Responsibilities

• Lead client relationship team, ensuring client access to all resources.
• Develop and implement sales strategies to grow client base.
• Coordinate team communication and activities.
• Manage pipeline and activities to meet sales goals.
• Review client relationships to ensure achievement of goals.
• Adhere to compliance and regulatory standards.

Skills

Sales experience

Financial planning

Client relationship management

Communication skills

Problem-solving

Education

Bachelor's degree

Securities licensing

CFP/CTFA/CPA designation

MBA or JD

Job description

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

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 the 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)

M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $128,100.00 - $213,500.00 Annual (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.

Location

Baltimore, Maryland, United States of America