Wealth Advisor, Naples, FL

Wilmington Trust; Naples (FL); On-site; USD 116,000 - 194,000; Full time

Job summary

M&T Bank in Naples, FL seeks a high-impact Wealth Advisor to drive revenue growth through acquiring new clients, retaining and expanding a diverse book of business. You will coordinate with Client Managers, Custom Credit, Investment Advisors and Trust Officers to deliver comprehensive wealth solutions.

In this role, you will lead strategy, manage the sales pipeline and ensure compliance with regulatory standards while upholding the M&T brand and client experience across individuals,

Qualifications

• Bachelor's degree and minimum 7 years of sales experience in financial services, or 11 years’ combined education/work experience with 3+ years in high net worth sales.
• Proven track record of implementing wealth management strategies.

Responsibilities

• Leads the client relationship team and ensures access to all firm resources and solutions.
• Develops sales strategies to grow the client base and promotes full financial services.
• Coordinates team communication and suggests wealth solutions with specialists.
• Manages pipeline and moves opportunities through the sales cycle to meet goals.
• Leads client relationship reviews to ensure goals are achieved.
• Adheres to compliance and risk controls per standards and policies.
• Promotes the M&T Bank brand and inclusive culture.
• Maintains internal controls and addresses audit findings as needed.
• Meets registration requirements under the Federal SAFE Act.
• Performs related duties as assigned.

Skills

Sales experience

Wealth management

Client relationship management

Education

Securities licensing

CFP

CTFA

CPA designation

MBA

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.

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

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)

#WT

M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $116,400.00 - $194,000.00 Annual (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.

Location:

Naples, Florida, United States of America