Wealth Advisor at M&T Bank

Hauppauge, New York, United States

Apply Now

Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Banking, Financial ServicesIndustries

Requirements

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
Responsible for meeting and maintaining registration requirements under the Federal SAFE Act

Responsibilities

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 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 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 appropriate number of prospect opportunities are in pipeline and moving through 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/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
Completes other related duties as assigned

Skills

Wealth Management

Financial Planning

Client Relationship Management

Sales Strategies

Pipeline Management

Investment Advisory

Credit Analysis

Trust Services

Compliance

Risk Management

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