Senior Financial Consultant

1 week ago

Norwalk, Connecticut, United States M&T Bank Full time
Position Overview:

The Wealth Management Advisor is responsible for achieving revenue targets through the acquisition of new clientele from both internal and external channels, as well as the retention and growth of an assigned portfolio. This role involves consulting and coordinating the delivery of tailored solutions for a comprehensive wealth management strategy aimed at individuals, business proprietors, and families. Additionally, the advisor serves as a mentor to a select group of Private Client Advisors, providing guidance throughout the relationship planning process for clients.

Key Responsibilities:
  • Oversees the client relationship team, ensuring clients have access to all resources and solutions offered by the firm. Collaborates closely with Client Managers, Private Banking professionals, Investment Advisors, and Fiduciary Advisors to evaluate clients' financial circumstances, objectives, and aspirations to identify appropriate solutions through the financial planning process. Prioritizes both immediate and long-term client needs based on thorough analysis.
  • Accountable for devising sales strategies aimed at expanding the client base. Promotes and sells the complete range of financial services provided by the company to both existing and prospective clients.
  • Facilitates team communication and activities. Recommends innovative ideas, suggestions, and alternative wealth solutions by leveraging a team of specialists as necessary.
  • Manages the sales pipeline and activities to ensure a sufficient number of prospective opportunities are present and progressing through the sales cycle to meet established sales goals. Implements and delivers specific solutions as required.
  • Leads discussions regarding client relationship reviews with the committee. Continuously manages and evaluates the relationship to ensure that client goals and objectives are consistently met.
  • Complies with relevant compliance and operational risk controls in accordance with company and regulatory standards and policies.
  • Fosters an inclusive environment that supports diversity and reflects the M&T Bank brand.
  • Maintains internal control standards, including the timely execution of internal and external audit points, along with addressing any issues raised by external regulators as applicable.
  • Performs other related duties as assigned.
Scope of Responsibilities:

As the manager of a portfolio of client relationships, the Wealth Advisor is accountable for coordinating the activities of the relationship team (including Investment Advisors, Financial Advisors, Private Bankers, etc.) and is ultimately responsible for the growth and retention of that client base. The Wealth Advisor focuses on the profitable expansion of fee revenue while upholding the highest ethical standards and adhering to a fiduciary culture. This role is accountable for revenue growth, which includes acquiring new business and managing ongoing relationships to ensure client satisfaction and retention.

Managerial/Supervisory Responsibilities:

None.

Education and Experience Required:

A Bachelor's degree and a minimum of 9 years of sales experience in the financial services sector, or alternatively, a combined minimum of 13 years of higher education and/or work experience, including at least 5 years of sales experience in the high net worth or ultra high net worth client segment.

Demonstrated success in implementing wealth management strategies.

Education and Experience Preferred:

Securities licensing, CFP, CTFA, CPA designation.

MBA (Master's degree in Business Administration) or JD (Juris Doctor).

M&T Bank is dedicated to offering fair, competitive, and market-informed compensation for our employees. The salary range for this position is competitive and will be determined based on the successful candidate's unique combination of knowledge, skills, and experience.

Location:
Remote opportunities available.

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