Wealth Advisor

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.

• Lead the client relationship team and overall responsibility for ensuring the client accesses 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, and determine solutions through the financial planning process.
• Prioritize short-term and long-term needs of the client based on the analysis.
• Lead 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.
• Coordinate team communication and activities.
• Recommend ideas, suggestions, and alternative wealth solutions using a team of specialists as applicable.
• Manage pipeline and activities to assure an appropriate number of prospect opportunities are in pipeline and moving through the sales cycle to meet the sales goal.
• Implement and deliver specific solutions.
• Lead 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.

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

• 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.

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

Naples, Florida, United States of America

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.

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.