Wealth Advisor

Wealth Management Advisor

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. The role 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 ensuring 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).

Location : Wilmington, Delaware, United States of America

M&T Bank Corporation is an Equal Opportunity / Affirmative Action Employer, including disabilities and veterans.