Senior Wealth Advisor
4 weeks ago
Overview:Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and expansion of an assigned book of business. Consults and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families. Serves as mentor for a small group of Private Client Advisors and exercises general guidance in the relationship planning process for clientsPrimary Responsibilities:Leads the client relationship team and has overall responsibility for assuring the client has access to all resources and solutions of the firm. Work closely with Client Managers, Private Banking, Investment Advisors and Fiduciary Advisors 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 diversity 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.Complete other related duties as assigned.Scope of Responsibilities: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.Managerial/Supervisory Responsibilities:None.Education and Experience Required: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 segmentProven track record of implementing wealth management strategiesEducation and Experience Preferred:Securities licensing, CFP, CTFA, CPA designationMBA (Master’s degree in Business Administration) or JD (Juris Doctor)#LI-LP1#WTM&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $126,985.95 - $211,643.25 Annual (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.Location:North Palm Beach, Florida, United States of AmericaSummaryLocation: North Palm Beach, FLType: Full time
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Wealth Advisor
3 days ago
West Palm Beach, United States gpac Full timePosition Overview: We are currently seeking a dynamic and experienced Wealth Advisor to join our team. The ideal candidate will be a motivated leader with a passion for coaching and guiding sales teams to success. Reporting directly to senior Sales leadership, the Wealth Advisor will play a critical role in driving our sales initiatives forward and ensuring...
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Wealth Advisor
11 hours ago
West Palm Beach, United States gpac Full timePosition Overview: We are currently seeking a dynamic and experienced Wealth Advisor to join our team. The ideal candidate will be a motivated leader with a passion for coaching and guiding sales teams to success. Reporting directly to senior Sales leadership, the Wealth Advisor will play a critical role in driving our sales initiatives forward and ensuring...
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Senior Wealth Manager
1 month ago
West Palm Beach, United States Leah Yosef International Full timeSenior Wealth Advisor, WPB Wealth Management Arm of Top Ranked CPA Firm Overview 1B+ AUM Registered Investment Advisor serving high net worth clientele is seeking a Market Leader in Boston. Highlights The RIA is the Wealth Management Division of a Nationally Ranked Fastest Growing Accounting Firm Nationwide. Strong flow of leads from internal CPAs as well...
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Senior Wealth Manager
3 weeks ago
West Palm Beach, United States Leah Yosef International Full timeSenior Wealth Advisor, WPBWealth Management Arm of Top Ranked CPA Firm Overview1B+ AUM Registered Investment Advisor serving high net worth clientele is seeking a Market Leader in Boston.HighlightsThe RIA is the Wealth Management Division of a Nationally Ranked Fastest Growing Accounting Firm Nationwide.Strong flow of leads from internal CPA’s as well as...
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Senior Wealth Manager
2 months ago
West Palm Beach, United States Leah Yosef International Full timeSenior Wealth Advisor, WPBWealth Management Arm of Top Ranked CPA Firm Overview1B+ AUM Registered Investment Advisor serving high net worth clientele is seeking a Market Leader in Boston.HighlightsThe RIA is the Wealth Management Division of a Nationally Ranked Fastest Growing Accounting Firm Nationwide.Strong flow of leads from internal CPA’s as well as...
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Senior Wealth Manager
2 months ago
West Palm Beach, United States Leah Yosef International Full timeSenior Wealth Advisor, WPBWealth Management Arm of Top Ranked CPA Firm Overview1B+ AUM Registered Investment Advisor serving high net worth clientele is seeking a Market Leader in Boston.HighlightsThe RIA is the Wealth Management Division of a Nationally Ranked Fastest Growing Accounting Firm Nationwide.Strong flow of leads from internal CPA’s as well as...
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Senior Wealth Manager
19 hours ago
West Palm Beach, United States Leah Yosef International Full timeSenior Wealth Advisor, WPBWealth Management Arm of Top Ranked CPA Firm Overview1B+ AUM Registered Investment Advisor serving high net worth clientele is seeking a Market Leader in Boston.HighlightsThe RIA is the Wealth Management Division of a Nationally Ranked Fastest Growing Accounting Firm Nationwide.Strong flow of leads from internal CPA’s as well as...
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Solana Beach, United States Charles Schwab Full timePosition Type: Regular Your opportunity Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and the Tax, Trust, and Estate Group. Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice...
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Solana Beach, United States Charles Schwab Full timePosition Type: Your opportunity Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and the Tax, Trust, and Estate Group. Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice built on...
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Solana Beach, United States Charles Schwab Full timePosition Type: Your opportunity Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and the Tax, Trust, and Estate Group. Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice built on...
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Solana Beach, United States Charles Schwab Full timePosition Type: Your opportunityInvestor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and the Tax, Trust, and Estate Group. Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice built on...
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Wealth Advisor III
2 weeks ago
Palm Beach, United States Truist Financial Full timeThe position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need...
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Solana Beach, United States Charles Schwab Full timePosition Type: Your opportunityInvestor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and the Tax, Trust, and Estate Group. Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice built on...
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Imperial Beach, United States Charles Schwab Full timePosition Type: RegularYour opportunityInvestor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and the Tax, Trust, and Estate Group. Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice...
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Solana Beach, United States Charles Schwab Full timePosition Type: Regular Your opportunity Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and the Tax, Trust, and Estate Group. Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice...
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Solana Beach, CA, 92075, San Diego County, CA, United States Charles Schwab Full timePosition Type: Your opportunityInvestor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and the Tax, Trust, and Estate Group. Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice built on...
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Private Wealth Advisor Director
4 days ago
Newport Beach, United States Bank of Montreal Full timeApplication Deadline:06/16/2024 Address:300 S. Grand Ave. Job Family Group:Wealth Sales & Service. Provides advisory-based sales and relationship management to attract, retain and grow a portfolio of prospect and client relationships and deliver an e Wealth Advisor, Director, Wealth, Financial Planning, Business Development, Advisor, Banking, Business...
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Wealth Advisor
1 week ago
Delray Beach, United States Tompkins Community Bank Full timeOverview: Responsible for devoloping and maintaining client relationships in the Tampa, Sarasota, Fort Myers, Naples, and Clear Water, Florida. Will also be responsible for creating comprehensive wealth plans and coordinating financial strategies to align with each clients goals and values; seeking referrals by fostering relationships with centers of...
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Wealth Advisor
18 hours ago
Delray Beach, United States Tompkins Community Bank Full timeOverview: Responsible for devoloping and maintaining client relationships in the Tampa, Sarasota, Fort Myers, Naples, and Clear Water, Florida. Will also be responsible for creating comprehensive wealth plans and coordinating financial strategies to align with each clients goals and values; seeking referrals by fostering relationships with centers of...
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J.P. Morgan Advisors
2 weeks ago
Palm Beach Gardens, United States JPMorgan Chase Full timeWhen you join JPMorgan Chase & Co. you will have the opportunity to utilize your talents and entrepreneurial mindset in an inclusive community of Wealth Advisors. Offering a wide range of career growth, internal mobility all while expanding your skill set with a growing team. As a Wealth Advisor Development Associate you will pursue your desired career in...
