Senior Wealth Advisor

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.
• Coincides 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

• The Wealth Advisor is responsible and accountable for coordinating activities of the relationship team (IAs, FAs, PBs, WSs, etc), and ultimately responsible for growth and retention of that client base.
• The Wealth Advisor is focused on the profitable expansion of our fee revenue while maintaining the highest ethical standards and adhering to our fiduciary culture.
• Accountable for revenue growth including the acquisition of new business and the ongoing relationship management, growth and retention of our existing clients.

Education And Experience

• Required: Bachelor's degree and a minimum of 9 years’ sales experience in the financial services industry, or in lieu of a degree, a combined minimum of 13 years’ higher education and/or work experience, including a minimum of 5 years’ sales experience in the high net worth or ultra high net worth client segment.
• Preferred: Securities licensing, CFP, CTFA, CPA designation, MBA (Master’s degree in Business Administration) or JD (Juris Doctor).