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.

Skills

Proven track record of implementing wealth management strategies.

Qualifications

• 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.
• Education and Experience Preferred:
• Securities licensing
• CFP
• CTFA
• CPA designation
• MBA (Master’s degree in Business Administration)
• JD (Juris Doctor)

Benefits

This position has a direct impact on revenue growth of the Wealth Advisory business and fee income of the Bank.

Pay

$116,400.00 - $194,000.00 Annual (USD).