Wealth Advisor

M&T Bank Corporation; Portland (ME); On-site; USD 116,400 - 194,000; Full time

Benefits offered by this job

Competitive benefits

Medical and retirement plans

40 hours of paid volunteer time annually

Job summary

M&T Bank Corporation seeks an experienced professional to lead client relationships and drive business growth through comprehensive wealth management strategies. The ideal candidate will have a strong sales background, ideally with previous experience in high net worth client segments and a proven record in implementing wealth management solutions.

This role requires a Bachelor's degree and substantial sales experience in financial services, with competitive compensation and benefits offered including medical plans and paid volunteer time.

Qualifications

• A minimum of 7 years’ sales experience in the financial services industry.
• Proven track record in wealth management for high net worth clients.
• Demonstrated leadership in managing client relationships.

Responsibilities

• Lead the client relationship team and ensure access to firm resources.
• Develop sales strategies to grow the client base.
• Manage client relationships and ensure achievement of goals.

Skills

Sales experience in financial services

Client relationship management

Wealth management strategies

Education

Bachelor's degree

Securities licensing, CFP, CTFA, CPA

MBA or JD

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.
• 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.
• Prioritizes short‑term and long‑term needs of the client based on the analysis.
• Leads the development of sales strategies to grow the client base and promotes and sells the full array of financial services distributed by the Company to current and new clients.
• Coordinates team communication and activities, recommending ideas, suggestions and alternative wealth solutions by utilizing a team of specialists as applicable.
• Manages pipeline and activities to ensure an appropriate number of prospect opportunities are in pipeline and moving through the sales cycle to meet sales goals.
• Implements and delivers specific solutions, leading client relationship review discussions with committee members.
• Manages and reviews the relationship on an ongoing basis to ensure client goals and objectives are achieved.
• Adheres to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies.
• Promotes an environment that supports belonging and reflects the M&T Bank brand.
• Maintains M&T internal control standards, including timely implementation of internal and external audit points and any issues raised by external regulators as applicable.
• Responsible for meeting and maintaining registration requirements under the Federal SAFE Act.
• Completes 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 $116,400.00 - $194,000.00 Annual (USD).

Location

Portland, Maine, United States of America

Benefits

Competitive benefits including medical and retirement plans, and forty hours of paid volunteer time each year.

Equal Employment Opportunity Statement

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. Career Site Privacy Notice