Senior Wealth Management Advisor

5 days ago


Los Angeles, California, United States M&T Bank Full time
Job Summary

We are seeking a highly skilled and experienced Senior Wealth Advisor to join our team at M&T Bank. As a Senior Wealth Advisor, you will be responsible for leading a book of client relationships and coordinating activities of the relationship team to drive growth and retention of the client base.

Key Responsibilities
  • Develop and implement comprehensive wealth management strategies for high net worth and ultra high net worth clients
  • Lead the client relationship team and ensure clients have 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
  • Prioritize short-term and long-term needs of the client based on analysis and implement solutions
  • Manage pipeline and activities to ensure appropriate number of prospect opportunities are in pipeline and moving through sales cycle to meet sales goal
  • Implement and deliver specific solutions to meet client needs
  • Lead client relationship review discussion with committee and manage and review the relationship on an ongoing basis to ensure client goals and objectives are achieved
Requirements
  • 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 segment
  • Proven track record of implementing wealth management strategies
  • Securities licensing, CFP, CTFA, CPA designation preferred
  • MBA (Master's degree in Business Administration) or JD (Juris Doctor) preferred
What We Offer

M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $151,252,870.91 Annual (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.

M&T Bank is an Equal Opportunity/Affirmative Action Employer, including disabilities and veterans.


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