Senior Wealth Advisor, Los Angeles, CA

Overview

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. Consults and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families.

• Leads the client relationship team and has overall responsibility for assuring the client has access to all resources and solutions of the firm.
• Works closely with Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess the client’s current financial situation, goals and objectives to determine solutions through the financial planning process.
• Prioritizes short‑term and long‑term needs of the client based on the analysis.
• Leads the development of sales strategies to grow the client base.
• Promotes and sells the full array of financial services distributed by the Company to current and new clients.
• Coordinates team communication and activities.
• Recommends ideas, suggestions and alternative wealth solutions by utilizing a team of specialists as applicable.
• Manages pipeline and activities to assure an appropriate number of prospect opportunities are in pipeline and moving through the sales cycle to meet sales goal.
• Implements and delivers specific solutions.
• Leads client relationship review discussion with committee.
• Manages and reviews the relationship on an ongoing basis to ensure client goals and objectives are achieved.
• Adheres to applicable compliance and operational risk controls in accordance with Company or regulatory standards and policies.
• Promotes an environment that supports belonging and reflects the M&T Bank brand.
• Maintains M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
• Meets and maintains registration requirements under the Federal SAFE Act.
• Completes other related duties as assigned.

As the manager for a book of client relationships, 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.

None.

• 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.
• Proven track record of implementing wealth management strategies.

• Securities licensing, CFP, CTFA, CPA designation.
• MBA (Master’s degree in Business Administration) or JD (Juris Doctor).

The pay range for this position is $ - $ Annual (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.

Los Angeles, California, United States of America.

M&T Bank is unwavering when it comes to providing equal employment opportunities to all employees and applicants without regard to race, color, national origin, religion, ethnicity, sex, gender identity, age, disability, citizenship, pregnancy, veteran status, military status, marital status, sexual orientation, genetic information or any other characteristic protected under applicable federal, state or local laws. M&T Bank Corporation has policies and procedures in place to promote a drug free workplace.