Wealth Management Lead: Grow Client Relationships & Solutions

M&T Bank Corporation; Los Angeles (CA); Sur place; USD 162 100 - 270 100; Plein temps

Résumé du poste

M&T Bank Corporation is seeking a Wealth Advisor in Los Angeles, California, responsible for managing client relationships and growing business revenue through strategic wealth management solutions.

The ideal candidate should possess a Bachelor's degree with at least 9 years of sales experience in the financial sector, focusing on high net worth clients. This role emphasizes ethical standards and fiduciary culture.

Qualifications

• Minimum of 9 years' sales experience in financial services.
• Proven track record with high net worth clients.

Responsabilités

• Lead the client relationship team to ensure access to firm resources.
• Develop sales strategies to grow the client base.
• Manage pipeline and activities to meet sales goals.

Connaissances

Sales experience

Wealth management strategies implementation

Client relationship management

Formation

Bachelor's degree

Securities licensing, CFP, CTFA, or CPA designation

MBA or JD

Description du poste

M&T Bank Corporation is seeking a Wealth Advisor in Los Angeles, California, responsible for managing client relationships and growing business revenue through strategic wealth management solutions.

The ideal candidate should possess a Bachelor's degree with at least 9 years of sales experience in the financial sector, focusing on high net worth clients. This role emphasizes ethical standards and fiduciary culture.