Senior Wealth Advisor at M&T Bank

Los Angeles, California, United States

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Banking, Financial Services, Wealth ManagementIndustries

Requirements

Bachelor’s degree required
Minimum of 9 years’ sales experience in the financial services industry, or 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 sector

Responsibilities

Leads the client relationship team and ensures clients have access to all firm resources
Works closely with Client Managers, Private Banking, Investment Advisors, and Fiduciary Advisors to assess client financial situations, goals, and objectives
Prioritizes short-term and long-term client needs based on analysis
Develops and implements sales strategies to grow the client base
Promotes and sells the full array of financial services to current and new clients
Coordinates team communication and activities
Recommends solutions and alternative wealth strategies utilizing specialists as needed
Manages the sales pipeline and activities to meet sales goals
Implements and delivers specific solutions
Leads client relationship review discussions with a committee
Manages and reviews client relationships to ensure goals and objectives are achieved
Adheres to compliance/operational risk controls
Promotes a diverse and inclusive environment
Maintains M&T internal control standards
Performs other related duties as assigned
Coordinates activities of the relationship team (IAs, FAs, PBs, WSs, etc.)
Focuses on profitable expansion of fee revenue while maintaining ethical standards and a fiduciary culture
Achieves revenue growth, including acquisition and retention of clients
Develops and implements comprehensive wealth management strategies for individuals, business owners, and families, collaborating with various teams

Skills

Key technologies and capabilities for this role

Wealth ManagementClient AcquisitionSales StrategyFinancial PlanningClient Relationship ManagementComplianceRisk ManagementFiduciary StandardsRevenue GrowthTeam Coordination

Questions & Answers

Common questions about this position

What is the salary for the Senior Wealth Advisor position?

This information is not specified in the job description.

Is this a remote position, or is there a required location?

This information is not specified in the job description.

What experience and education are required for this role?

A Bachelor’s degree is required, along with a minimum of 9 years’ sales experience in the financial services industry, or a combined minimum of 13 years’ higher education and/or work experience including at least 5 years’ sales experience in the high net worth or ultra high net worth sector.

What does the company culture emphasize for this role?

The role promotes a diverse and inclusive environment, maintains ethical standards and a fiduciary culture, and adheres to M&T internal control standards.

What makes a strong candidate for the Senior Wealth Advisor position?

Strong candidates will have a Bachelor’s degree and extensive sales experience in financial services, particularly 5+ years in high net worth or ultra high net worth sectors, with the ability to lead client teams, develop wealth strategies, and drive revenue growth.

M&T Bank

Full-service banking for individuals and businesses

About M&T Bank

M&T Bank provides a variety of banking services to individuals, small businesses, and larger companies. Their offerings include mortgage assistance, personal and business checking accounts, and mobile banking options. The bank primarily operates in the Northeastern and Mid-Atlantic regions of the United States, emphasizing community engagement and a focus on customer service. M&T Bank's business model is based on traditional banking practices, such as loans, deposits, and investment products, and it generates revenue through interest income and service fees. A key aspect that sets M&T Bank apart from its competitors is its commitment to community involvement, which includes allowing employees to volunteer and supporting local organizations. The recent merger with United Bank, N.A. has further expanded their services and market presence.

Buffalo, New YorkHeadquarters

1993Year Founded

IPOCompany Stage

Financial ServicesIndustries

10,001+Employees