Wealth Advisor

Primary Responsibilities

• Leads the client relationship team and ensures the client has access to all resources and solutions of the firm.
• Collaborates with Client Managers, Custom Credit, Investment Advisors, and Trust Officers to assess the client's financial situation, goals, and objectives to develop comprehensive wealth management strategies.
• Prioritizes both short-term and long-term client needs based on financial analysis.
• Led the development of sales strategies to grow the client base and promote the full range of financial services offered by the company.
• Coordinates team communication and activities, recommending wealth solutions through a team of specialists as needed.
• Manages the sales pipeline and activities to ensure a sufficient number of prospects are in the pipeline and progressing through the sales cycle to meet sales goals.
• Delivers and implements specific solutions and leads client relationship reviews with committees.
• Maintains ongoing relationships to ensure client goals and objectives are met and adheres to compliance and operational risk controls.
• Promotes a supportive environment that aligns with the M&T Bank brand and maintains internal control standards.
• Maintains registration requirements under the Federal SAFE Act and completes other related duties as assigned.

Skills

• Financial planning and analysis
• Client relationship management
• Sales strategy development
• Compliance and risk management
• Team leadership
• Financial services expertise

Qualifications

• Bachelor's degree and at least 7 years of sales experience in the financial services industry, or a combined minimum of 11 years of higher education and/or work experience, including 3 years of sales experience in the high net worth and ultra high net worth client segment.
• Proven track record of implementing wealth management strategies.
• Securities licensing, CFP, CTFA, CPA designation, MBA, or JD preferred.

Benefits

M&T Bank offers a competitive compensation structure, with a pay range of $116,400.00 - $194,000.00 Annual (USD).

Pay

The pay range for this position is $116,400.00 - $194,000.00 Annual (USD).

Schedule

N/A